Trusts Admin Paralegal

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 endeavours. 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. 

The Role 

• 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.

Key Skills and Experience

• 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.

About Withers

Where global collaboration achieves exceptional results. 

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A law firm focused on people and collaboration. 

For the past 125 years, Withers has supported some of the world’s most remarkable people and organizations at defining moments in their lives. 

We are the only international law firm focused on successful individuals and private capital, working closely with founders, investors and family offices. We also advise governments, charities, global brands and start-ups of all shapes and sizes. 

Many of our clients are shaping the future, and creating solutions to tackle many of the world’s problems. It makes for a fascinating and challenging practice. 

Our role is to get to know each individual client, find out where they want to be, and help them to get there – whether they are building a business, buying a home or protecting and defending their interests. 

To meet their unique needs we are exceptionally collaborative, working together across teams and time zones. And we are agile – focusing on strategy rather than rigid ideas and traditional hierarchy.  

Join us to be part of a team that is always looking to the future. Where initiative, big ideas and bold moves are always encouraged. Where you can truly be yourself. 

We are delighted to announce that we have been awarded Mansfield Certification Plus in relation to our recruitment and leadership progression efforts in the US and UK. This certification is an encouraging milestone as we continue to champion diversity within our organization and in the wider legal sector. 

For more information on Withers, please visit the following links: General Career Site, LinkedIn, About Us 

Equal Opportunities Employment Statement 

The firm is an Equal Employment Opportunity employer.  Equal employment opportunity has been and will continue to be a fundamental principle at the firm. Employment at the firm is based upon personal capabilities and qualifications without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, military and veteran status, gender identity or expression, genetic information, or any other characteristic protected by federal, state, or local law.  The firm prohibits and will not tolerate any discrimination or harassment on the basis of any of these classifications or characteristics.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact the firm at (203) 789-1320 or email us.recruiting@withersworldwide.com with your request.  Determinations on requests for reasonable accommodation are made on a case-by-case basis.