Opportunity Description
Description We are looking for a skilled Paralegal to support estate planning and probate matters in New Haven, Connecticut. This position works closely with attorneys and clients to prepare legal documents, manage filings, and keep matters moving efficiently through each stage of planning and administration. The ideal candidate brings strong organizational abilities, sound judgment when handling sensitive information, and practical experience with Connecticut probate processes.
Responsibilities:
• Prepare and update estate planning materials such as wills, trusts, powers of attorney, and advance health care documents under attorney supervision.
• Assemble supporting records, including asset summaries, beneficiary information, and related planning documentation needed for complete client files.
• Help carry out estate plans by coordinating signing appointments, witnessing, notarization, and trust funding activities in accordance with Connecticut requirements.
• Dra...
Responsibilities:
• Prepare and update estate planning materials such as wills, trusts, powers of attorney, and advance health care documents under attorney supervision.
• Assemble supporting records, including asset summaries, beneficiary information, and related planning documentation needed for complete client files.
• Help carry out estate plans by coordinating signing appointments, witnessing, notarization, and trust funding activities in accordance with Connecticut requirements.
• Dra...