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Withers · 1 day ago

Trusts Admin Paralegal

New Haven, CT

Full-time

Onsite

Mid Level

3+ years exp

Withers is a global law firm dedicated to the personal and private capital needs of high-net-worth individuals and families. The Trusts Admin Paralegal role involves assisting with trust administration tasks, including legal document preparation, client communication, and compliance with complex regulations.

Law Enforcement

Responsibilities

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 matters

Organize 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

Qualification

Trust administrationEstate planningLegal document preparationBasic bookkeepingMS Office proficiencyResearch skillsDeadline managementOrganizational skillsCommunication skills