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Zirtual

Connecticut Probate and Trust & Estate Administration Paralegal

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  • Contractor
  • Remote
  • Hartford, CT
November 4, 2024 Paralegal Trusts & Estates

Job Description

Description

Zirtual has partnered with a top Connecticut Trusts and Estates Paralegal services provider to find the right 1099 remote paralegal for their office.

Zirtual is a work-life balanced company that offers law firms practice area specific, experienced virtual paralegals. Our US-based paralegals strive to meet and exceed attorney-client needs and expectations.  Zirtual offers paralegals in every practice area and state, both transactional and litigation. 

Our paralegals are vital members of Zirtual. The paralegal is the main point of contact with their assigned client(s) and will work independently with the law firms. The paralegal will receive support from their assigned Account Supervisor, who will assist the paralegal & law firm relationship with plan modifications, questions, feedback on quality, delegation and collaboration best practices, and more.

The paralegal will provide a high-level professional service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The paralegal is responsible for being the main point of contact for their assigned client(s), and being familiar with each clients’ needs and preferences. 

The paralegal must have consistent and proactive communication with clients and the Account Supervisors. Paralegals are expected to be available for clients during business hours as agreed upon with each client, but around-the-clock availability is not expected. Paralegals ensure time is entered on a daily basis using a provided tool, respond to all communication within a mutually established response time expectation tailored to each client’s needs, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success.

POSITION SUMMARY

  • Remote Connecticut Probate and Trust & Estate Administration Paralegal
  • Part-time, 20 hours per month with an anticipated increase in hours
  • The right candidate will have Connecticut probate and trust & estate administration experience, and be able to work independently

Responsibilities

  • Preparing and electronically filing probate documents and correspondence.
  • Gathering information regarding assets and organizing the same.
  • Manage and maintain electronic files ensuring all documents are organized and accessible.
  • Calendar maintenance and deadline tracking
  • Communicate with clients, courts, and opposing counsel and other parties of interest regarding case status and updates
  • Preparation of estate federal and state tax returns


Requirements
  • Experience in Connecticut Probate and Trust Administration of 3+years
  • Business hour availability
  • Reliable home internet and computer
  • Remote work experience preferred
  • Experience with OneSource tax and accounting software preferred but not required.


Benefits
  • Compensated a 1099 independent contractor
  • $30 per hour



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