Experienced Trusts and Estates Paralegal Support for Connecticut Attorneys
Connecticut Probate Solutions LLC is based out of Branford, Connecticut and exists to provide flexible and cost-effective support to attorneys in the areas of probate, estate and trust administration, and estate planning.
Owned and operated by David DeGrasse, a career Trusts & Estates Paralegal who began working on probate and estate administration in 2009, Connecticut Probate Solutions LLC provides on-demand legal support services to attorneys in need of competent assistance with their probate and estate planning matters.
The freelance paralegal services provided by Connecticut Probate Solutions LLC are done so independently, on a contract basis, solely for the benefit of attorneys licensed in the State of Connecticut. These paralegal services are not provided individuals who are not attorneys, nor do we provide legal advice to anyone. Please contact an attorney if you need legal advice.
OUR SERVICES ARE OF HIGHEST USE WHEN:
Your caseload has recently spiked, causing backlog.
Your practice is heavily-focused in other areas like real estate or personal injury but, from time to time, you need to probate an estate to deliver the desired result for your client.
You have a decedent’s estate that has been pending too long time and the massive, time-consuming final account that you keep pushing off is the only thing keeping the estate open.
Your client’s estate involves various moving parts such as closely-held business, real estate, alternative investments, a potential estate tax liability at the state level, a laundry list of creditors, contentious beneficiaries…and you realize that you’re going to need some help landing this one safely.
You understand the cost-benefit of delegating certain tasks associated with estate and trust administration to a competent paralegal.
Whatever the situation may be, we are ready and capable. Connecticut Probate Solutions LLC strives to offer paralegal support to Connecticut attorneys, seamlessly. We’re tech savvy, logistically adaptive, and can easily adhere to varying working styles, habits, and systems.
It’s our job to help our clients maximize our their billable hours so they can better manage their practices and keep their clients satisfied.
Get in touch with David for a consultation, or use the contact form at the bottom of this page to inquire whether our services will work for you.
Contact
➤ LOCATION
Branford, CT 06405
☎ CONTACT
ddegrasse@cpslegal.com
(203) 433-2303
Fiduciary Accountings
“Focus on being productive instead of busy.”
Professional Paralegal Services
Probate & Estate administration and Management
Preparation of probate filings from the initial Petition all the way through to the final account and affidavit of closing. We can efficiently administer your clients’ estates through the probate court. This is done with a thorough understanding of the probate court system and procedure and experience using the new e-filing system.
Estate planning
Aside from handling things on the administration side, we can also help you draft, review, and finalize your clients’ estate planning documents. We can assist with the client intake data, initial drafts, or even handle the paper pushing involved with ensuring your clients’ beneficiary designations are in line with the rest of their estate plan.
Fiduciary & Probate Accountings
We take real pride in our ability to generate clear, concise, and thorough accountings. The final account of an estate can often be overwhelming for both the attorney and client, especially if the estate has been open for an extended period of time. Like puzzles, we approach each accounting with care and attention to detail to produce a complete financial picture.
trust administration
Trust administration is all about being detail oriented and organized. You may have clients that serve as trustee of their family trust, or you yourself may serve as trustee of multiple client trusts. We can help keep the trustee organized by tracking deadlines, facilitating premium payments, analyzing cash flow, and issuing crummey letters.
estate tax preparation
We have experience preparing and filing federal and state estate tax returns for estates of all sizes. We’ve worked on returns for estates with values of less than $1 million and more than $300 million. We can plug into your practice to prepare the CT-706NT from start to finish or to augment your team of professionals working to file a return for a taxable estate.
office Administration Support
We have over 10 years of experience working in the law firm setting and have gained the ability to identify systems that maximize productivity and billing. We can assist you with your practice on an administrative level and free up time that you should be using to work on billable client matters.
Fiduciary & Probate Accounting Services
Accountings for trusts, estates, conservatorships, and trusts
Let's Chat.
Use the form below to contact us regarding your inquiry. To help us best respond to your inquiry, please describe the nature of matter for which you seek assistance. You may also email or simply call us at (203) 433-2303.