What are the responsibilities and job description for the Trusts Administration Paralegal-hybrid position at Merritt Staffing - Stratford?
Our client, a global firm, seeks a Trusts Administration Paralegal to join their New Haven office (this is a hybrid role, 3 days in office). Firm offers excellent benefits. Summary This position is based in New Haven and is a hybrid role (3 days in office) and assists with day-to-day tasks related to trust administration, including legal document preparation, communication with clients, research, and document review. The Role Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements.Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions.Draft and file court submissions such as petitions, inventories, and accountings.Assist with trust funding, asset transfers, and coordination with financial institutions, accountants, and investment advisors.Maintain and reconcile estate and trust financial records, including bank statements and transaction logs.Track key deadlines, filing dates, and compliance requirements across multiple active matters.In consultation with attorneys, review and interpret wills and trust agreements to track and implement the plan during the estate and trust administration process.Coordinate with beneficiaries, trustees, and financial institutions.Conduct basic legal and factual research to support attorney work.Maintain corporate records, entity filings, and ownership documents related to closely held businesses.Support attorneys in drafting correspondence and transaction documentation for commercial and tax-related mattersOrganize and maintain client files, closing binders, and electronic records consistent with firm protocols.Ensure all communications and materials adhere to strict confidentiality and professional standards.
Salary : $65,000 - $85,000