Responsibilities

Review and manage electronic/hard copy documents
Assist with drafting correspondence, retainer agreements, probate forms, etc. and e-filing with the CT Superior & Probate Courts
Manage probate matters with independence to meet with clients, prepare pleadings and filings, monitor and conduct all correspondence, and keep all probate accounting
Collaborate with our attorneys to seek resolutions to issues
Investigate issues with estates, trusts, and guardianships
Preparing inventories, real estate transfer deeds, change of ownership reports and similar documents necessary for the transfer of real estate
Drafting documents in response to inquiries by probate attorneys and examiners
Assist in the transfer and distribution of trust and probate estates, the preparation and use of disclaimers, and the funding of sub-trusts
Conduct legal research as needed regarding wills, trusts, entitlement issues, creditor claims, and conservatorship
Assisting with trial preparation, including preparing exhibits and related documents

Skills Required

Bachelor’s Degree or Paralegal Certificate preferred
Minimum five years experience in law firm probate department
Articulate with excellent written and verbal communication skills and attention to detail
Strong organizational skills
Ability to multi-task
Willingness to work overtime as needed
Willingness to working with estate planning attorneys in all offices which may include local travel
Proficient in Microsoft products, Relativity, Adobe Acrobat Professional, Lexis, Westlaw, PACER system