We are looking for a skilled Paralegal to support estate planning and probate matters in New Haven, Connecticut. This position works closely with attorneys and clients to prepare legal documents, manage filings, and keep matters moving efficiently through each stage of planning and administration. The ideal candidate brings strong organizational abilities, sound judgment when handling sensitive information, and practical experience with Connecticut probate processes.
Responsibilities:
- Prepare and update estate planning materials such as wills, trusts, powers of attorney, and advance health care documents under attorney supervision.
- Assemble supporting records, including asset summaries, beneficiary information, and related planning documentation needed for complete client files.
- Help carry out estate plans by coordinating signing appointments, witnessing, notarization, and trust funding activities in accordance with Connecticut requirements.
- Draft, organize, and submit probate filings, including petitions, inventories, accountings, affidavits, and other court-related documents.
- Track court dates and filing deadlines, maintain reliable reminder systems, and follow up with Connecticut Probate Courts as matters progress.
- Support estate and trust administration by collecting financial information, monitoring expenses and distributions, and preparing correspondence for beneficiaries and fiduciaries.
- Communicate with banks, accountants, appraisers, clients, trustees, and executors to gather information and move files forward.
- Maintain accurate electronic and physical records while preserving confidentiality across all personal, legal, and financial documents.
- Assist attorneys with legal research, case preparation, and resolution of routine probate administration issues as needed.
- At least 3 years of experience supporting estate planning, probate, or estate administration matters.
- Working knowledge of Connecticut Probate Court procedures, forms, and filing practices.
- Demonstrated ability to draft and revise estate planning documents with accuracy and attention to detail.
- Strong organization and time management skills with the ability to manage multiple deadlines effectively.
- Clear written and verbal communication skills for interacting with clients, courts, and outside parties.
- Proficiency with Microsoft Office and legal or practice management software used for document and file administration.
- Ability to manage confidential information with professionalism, discretion, and sensitivity.
- Paralegal certification or comparable legal experience is preferred.