Trusts Admin Paralegal

Trusts Admin Paralegal – Withers

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Private Client and Tax Division

Today, we are the only truly global law firm dedicated to the personal and private capital needs of high-net-worth individuals and families.

Many of our clients are international families with interests in a number of locations. In a fast-moving and increasingly compliance focused world the need for integrated advice that reaches across borders has never been greater. With offices across Europe, the United States and Asia-Pacific we provide coverage that other law firms in this area cannot match. Our team of experienced private client solicitors continually look for opportunities to ensure we have a strong presence in the locations where our clients live, work and invest.

Our advice to fiduciaries covers the design and implementation of new plans, as well as the modernization and consolidation of older trusts. We also assist them in complying with the complex rules surrounding investments, accounting, taxes and compliance. This practice generates approximately 55% of the partnership's revenues and is the largest in the world with over 300 people. We advise on domestic and international tax, estate planning, succession and mental capacity laws in Europe, the US and Asia, as well as facilitating our client's philanthropic endeavors.

We have immigration teams in the major financial centres and are well placed to deal with tax investigation and litigation cases. Real estate is very important to our clients, and we have a specialist residential and rural team.

Summary:

This role will sit in our New Haven office and assist with day-to-day tasks related to trust administration, including legal document preparation, communication with clients, research, and document review.

• 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.

This list of duties and responsibilities is not exhaustive. It is intended to describe the general content of, and requirements for the performance of this job, and as such, the role may also include the undertaking of additional tasks as required.

• Three to five years of experience as a paralegal preferred. This practice is specialized, and training will be largely on the job.
• Basic bookkeeping skills.
• Strong organizational and practice management skills.
• Ability to manage and meet deadlines in a fast-paced work environment.
• Excellent written and verbal communication skills.
• Proficient in MS Word, Excel, PowerPoint and Outlook
• Bachelor’s Degree preferred.

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