Plona Partners ยท 1 day ago
T&E Paralegal
New Haven, CT
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrPlona Partners is a global firm seeking a Trust Admin Paralegal to assist with estate planning and trust administration. The role involves preparing legal documents, supporting attorneys, and maintaining financial records related to estates and trusts.
Staffing & Recruiting
Hiring Manager
Sophia Batista
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
Required
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
Company
Plona Partners
Plona Partners is a boutique legal recruiting firm privileged to be positioned with one of the most high-quality, diverse, and specialized talent networks in the world of law.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase