Job Description

Ranking: Global

Position: Trust Admin Paralegal

Location: New Haven, CT

On-site Logistics: 3 Days in the office.

Salary: $70,000 - $100,000

• Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements.
• Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions.
• Draft and file court submissions such as petitions, inventories, and accountings.
• Assist with trust funding, asset transfers, and coordination with financial institutions, accountants, and investment advisors.
• Maintain and reconcile estate and trust financial records, including bank statements and transaction logs.
• Track key deadlines, filing dates, and compliance requirements across multiple active matters.
• In consultation with attorneys, review and interpret wills and trust agreements to track and implement the plan during the estate and trust administration process.
• Coordinate with beneficiaries, trustees, and financial institutions.
• Conduct basic legal and factual research to support attorney work.
• Maintain corporate records, entity filings, and ownership documents related to closely held businesses.
• Support attorneys in drafting correspondence and transaction documentation for commercial and tax-related matters
• Organize and maintain client files, closing binders, and electronic records consistent with firm protocols.
• Ensure all communications and materials adhere to strict confidentiality and professional standards.

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