Trusts and Estates Paralegal

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Our client, an established Estate Planning law firm in Glastonbury, Connecticut, seeks a Trusts and Estates Paralegal with more than two years of relevant experience. The firm is seeking a driven, detail-oriented professional who thrives in a client-focused environment and is eager to make a difference in peoples’ lives.

What You’ll Do

• Draft legal documents and court forms.
• Resolve complex client matters with accuracy, discretion, and timeliness.
• Coordinate with financial institutions and third-party service providers to obtain account information and supporting documentation.
• Review, interpret, and work confidently with bank statements, brokerage reports, and other financial documents.
• Draft Probate Court forms and estate tax returns.
• Maintain strong organizational skills with exceptional attention to detail and accuracy.
• Monitor and manage critical deadlines and key milestones across assigned matters to ensure nothing is overlooked.
• Work independently while remaining accountable, self-motivated, and proactive.
• Maintain a client-first mindset and consistently deliver a high standard of client service.

Requirements

• A minimum of two years of Trusts & Estate administration paralegal experience in Connecticut.
• Associate’s degree or paralegal certificate, preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, and Outlook).

Qualifications

• Possess a growth-oriented mindset with a commitment to ongoing professional development.
• The ability to prioritize competing tasks meeting multiple deadlines.
• Possess strong oral and written communication skills.
• Exhibit a thoughtful and proactive work style, including active listening, asking questions, performing analysis and taking appropriate action.
• The demeanor to support clients with empathy through the estate administration and probate processes.

Work Location and Compensation

• Competitive base salary commensurate with relevant experience.
• This work location is on-site in Glastonbury, Connecticut.
• Eligibility for a hybrid workday after six months of employment.

Apply

Please forward your cover letter, including salary requirements, and resume in Word or PDF format to mb@monzingolegal.com. All applicants are held in the strictest of confidence. If your qualifications meet our needs, we will contact you directly.