Estate Planning Specialist

4 days ago


Middletown, Connecticut, United States Combs & Schaefer Law Firm Full time
Job Description

We are seeking a highly skilled and organized Probate and Estate Planning Paralegal to join our team at Combs & Schaefer Law Firm. This is an excellent opportunity for a motivated individual to provide legal and administrative assistance to our firm.

The successful candidate will have a minimum of 2 years of paralegal experience, preferably in probate law, including guardianship, estate and trust administration, as well as experience interacting with attorneys, Probate Courts and clients.

Responsibilities:

  • Assist with the creation of correspondence and other legal documents to business partners and/or clients;
  • Communicate professionally with partners, other attorneys, and teams within the firm via phone, email, personal conversation and letter correspondence;
  • Prepare and file probate documents, prepare trust accounts, estate planning documents, annual minutes reports and correspondence, client communication and database management;
  • Meet and correspond with clients, beneficiaries, banking institutions, insurance companies, appraisers, and court personnel;
  • Draft probate pleadings and other necessary legal documents for estate and trust administration and guardianships;
  • Determine and value estate or trust assets, coordinate asset transfer of assets through the estate or trust, pay valid estate or trust debts, and process distribution of the estate or trust assets;
  • Manage extensive case files for guardianship, estate and trust administration.

Requirements:

  • Ability to work independently and efficiently;
  • Knowledge of probate court rules and procedures;
  • Self-starter with strong organizational skills;
  • Excellent written and verbal communication skills;
  • Experience maintaining filing systems;
  • High degree of integrity and professionalism required;
  • Demonstrated ability to manage projects with changing priorities.

What We Offer:

  • $50,000 - $70,000 per year (dependent on experience);
  • Bonus pay based on performance;
  • Flex time permitted; 8 hour shift, Monday to Friday;
  • Benefits package includes health insurance, paid time off, and retirement plan matching.


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