Legal Administrative Assistant - Trusts and Estates
Hybrid · Hartford, Connecticut, United States
Job Summary
Legal Administrative Assistant for Trusts & Estates in Hartford, CT (Hybrid). Supports day-to-day administrative tasks for a Trusts & Estates team, including formatting and finalizing estate planning documents (Last Will and Testament, Power of Attorney, Health Care Proxy, Trusts), attending document executions as witness/notary, coordinating document packages and filings, assisting with intake and client matters, calendar and phone management, and e-filing with Probate Court systems. Requires 1+ year legal administrative experience, proficiency with MS Office and DocuSign, strong communication and proofreading skills, and preferred Notary Public license. Hybrid in-office arrangement with the Hartford office four days per week.
Required Qualifications
- 1+ years of experience as a legal administrative assistant
- Knowledge of estate planning and estate administration a plus
- Notary Public License (preferred)
- High level of motivation, flexibility and initiative
- Ability to manage numerous ongoing projects
- Exceptional oral and written communication
- Strong proofreading and analytical skills
- Proficiency with MS Office (Word, Outlook, Excel)
- DocuSign
- PDF management software
- ability to use technology resources
- Format and finalize estate planning documents
- Attend document executions as witness/notary
- Coordinate and assemble document packages
- Review and facilitate execution/recording of real property transfer documents
- Assist with intake of new clients and opening matters
- Manage attorney contacts, calendar, scheduling, and phones
- Process check requests, vendor invoices, and expense reimbursements
- Handle Probate Court e-filing using TurboCourt/Catalis
- Follow-up with clients and others as needed
- Comfortable working in the office 4 days per week
- Inclusive environment and diverse candidates encouraged
Additional Requirements
- None stated explicitly in posting
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