Paralegal - Trusts and Estates
Hybrid · Stamford, Connecticut, United States or Hartford, Connecticut, United States
Job Summary
Paralegal – Trusts and Estates at Harris Beach Murtha, supporting Attorneys in estate planning and administration across Bantam, Hartford, or Stamford, CT. Responsibilities include drafting and finalizing estate planning documents (wills, trusts, powers of attorney), filing probate documents and fiduciary accountings, assisting with estate and trust administration (asset tracking, funding, beneficiary communications), conducting legal research on trusts, estates and tax regulations, client communications, and document organization for accessibility and accuracy. Requires 1+ year in trusts and estates paralegal work (3+ years preferred), experience with Form 1041 and 706, Connecticut probate filings (NY experience a plus), Notary Public license or willingness to obtain, proficiency in Microsoft Office, and ability to manage multiple priorities in a fast-paced environment. Hybrid in-office role (3 days/week) with commitment to professional demeanor and client-focused service; inclusive, growth-oriented firm culture.
Required Qualifications
- 1+ years of experience as a trusts and estates paralegal required, 3+ years preferred
- experience preparing court filings, estate and fiduciary accountings, and tax returns (including Forms 1041, 706, and related Connecticut forms)
- experience with Connecticut Probate Court filings (New York experience a plus)
- ability to assist with estate administration (asset inventory, valuation, distribution, probate documentation)
- strong organizational, analytical, and proofreading skills
- ability to manage multiple priorities and meet deadlines in a fast-paced environment
- exceptional oral and written communication skills with a client-focused approach
- proficiency in Microsoft Office (Word, Excel, Outlook); fiduciary income tax preparation experience a plus
- Notary Public license (or willingness to obtain one after hire)
- draft and finalize estate planning documents (wills, trusts, powers of attorney)
- prepare and file probate documents, fiduciary accountings, and related court filings
- assist with estate and trust administration (asset tracking, funding, beneficiary communications)
- conduct legal research related to trusts, estates, tax regulations, and case law
- communicate with clients to gather information, provide updates, and respond to inquiries
- organize and maintain physical and electronic files to ensure accessibility and accuracy
- support attorneys with case management and day-to-day administrative needs
- perform additional duties as assigned
- growth potential
- inclusion and respect in a diverse environment
- 3 days per week in-office requirement
- EOE
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.