Trust and Estate Paralegal Specialist

2 weeks ago


Glastonbury, Connecticut, United States Nirenstein, Horowitz Associates P.C. Full time
Job Description

Our firm is seeking a skilled Trust and Estate Paralegal to join our team. The ideal candidate will have a strong background in trust administration and estate planning, with excellent communication and interpersonal skills.

The successful candidate will be responsible for:

  • Reviewing and understanding bank statements and other financial accounts
  • Preparing estate property tax returns
  • Coordinating with outside vendors to collect data, account information, and assets from various financial institutions
  • Providing excellent customer service and resolving complex client issues in a timely manner
  • Working independently and as part of a collaborative team

The right candidate will have a minimum of 3 years of consecutive Trust and Estate paralegal experience and be able to meet deadlines. Salary will be based on experience.

Benefits include 401(k), 401(k) matching, dental insurance, flexible schedule, health insurance, health savings account, life insurance, paid time off, and vision insurance.

Our firm is dedicated to providing quality estate planning resources and a supportive work environment.


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