Carmody Torrance Sandak & Hennessey LLP · 6 days ago
Trusts & Estates Paralegal - Estate Administration
New Haven, CT
Full-time
Onsite
Mid Level
$34/hr - $52/hr
3+ years expCarmody Torrance Sandak & Hennessey LLP is seeking an experienced Trusts and Estates Paralegal with a primary focus on estate administration to join their New Haven office. The role involves managing estate administration processes, preparing necessary documents, and working closely with clients and attorneys to ensure smooth operations.
Consulting
Responsibilities
Prepare and file probate documents, inventories, and related estate administration filings with Connecticut probate courts
Prepare and maintain fiduciary accountings in compliance with Connecticut probate requirements
Prepare Connecticut and federal estate and gift tax returns (Forms 706/709, CT 706/709, and related schedules) and fiduciary income tax returns (Forms 1041, CT-1041, and related schedules)
Communicate directly with clients, executors, trustees, beneficiaries, and financial institutions to obtain information, provide status updates, and ensure smooth estate administration
Manage estate administration timelines and coordinate with clients and professionals to ensure timely completion of all matters
Maintain organized files and track deadlines to ensure timely filings and compliance
Support attorneys with trust and estate administration, distributions, and account reconciliations
Assist with preparation and review of estate planning documents
Coordinate and collaborate with other paralegals and support staff across firm offices to promote consistency and efficiency in workflow and client service
Qualification
Required
Minimum of three years of experience in Connecticut estate administration required
Strong knowledge of Connecticut probate procedures and court filing requirements
Experience interacting directly with clients in estate administration matters
Proficiency with Excel and tax preparation software (such as Prosystems, GEMS, or similar)
Familiarity with fiduciary accounting principles and estate tax compliance requirements
Strong tax research skills and the ability to interpret and apply relevant statutes, regulations, and IRS guidance
Familiarity with tax research software (such as CheckPoint, Bloomberg BNA Portfolios, or similar)
Excellent organizational skills and attention to detail
Ability to work independently and collaboratively in a professional, team-oriented environment
Strong written and verbal communication skills, including the ability to communicate complex information clearly and empathetically to clients
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
401K plan
Paid parenting leave
Meaningful paid time off including sick time
Vacation time
Personal time
10 paid holidays per year
Company
Carmody Torrance Sandak & Hennessey LLP
Carmody Torrance Sandak & Hennessey LLP is a law firm based in Connecticut.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Benjamin Pomerantz
Partner
Brian Henebry
Partner
Recent News
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