Trust & Estates Paralegal

Pay: $76,500.00 - $162,500.00 per year

Job description:

Note: This hybrid position requires employees to be on-site 3 days a week at our clients New Jersey, New York City, or Boca Raton, FL office.

Note: The qualified candidate for this position must have at least 5 years of trust and estate administration experience, including probate, tax filings, and fiduciary accounting.

About Our Client

Our client is a highly regarded law firm with offices along the East Coast, known for their sophisticated work in trusts, estates, and wealth management. They are committed to providing exceptional client service while supporting their attorneys and staff with a collaborative and professional work environment.

Job Description

• Handle all phases of estate and trust administration from start to finish
• Manage probate filings (experience in New Jersey, New York, and Florida a plus)
• Communicate directly with clients, financial planners, accountants, and other professionals
• Prepare federal and state estate tax returns and fiduciary accountings
• Oversee distribution of estate assets, trust funding, and deed preparation
• Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
• Maintain organized records, prioritize multiple deadlines, and work closely with attorneys
• Support complex estate planning matters with accuracy and attention to detail

Qualifications

• 5+ years of trust and estate administration experience in a law firm or professional services setting
• Strong knowledge of probate, tax filings, and fiduciary accountings
• Proficiency with estate tax software (ONESOURCE/Fast Tax) and HotDocs preferred
• Excellent organizational, communication, and mathematical skills
• College degree and/or paralegal certificate preferred (JD/paralegal hybrid candidates will be considered)
• Ability to manage complex cases and interact with high-net-worth clients professionally

Why This Is a Great Opportunity

• Join a respected firm with a strong trusts and estates practice
• Work directly with attorneys and clients on complex estate matters
• Collaborative environment with opportunities to expand expertise
• Competitive pay and comprehensive benefits package

JPC-395

Job Type: Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Requirements: Note, these requirements are in conjunction with the job description but supersede what is written in the ad: 5+ yrs of trust & estates including probate, fiduciary accounting, or estate tax return + tax software exp (ONESOURCE/Fast Tax, or HotDocs preferred)No relo

• Submission: Name / EM: Gayle Englert / [email protected]

Recruiters Submission: To submit cancel - Name - Trust & Estates Paralegal - Cole Schotz - JPC-395 - Source

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** New job order alert**

• Client job title: Trust & Estates Paralegal

• Location: Hackensack, NJ, NYC, or Boca Raton, FL

• On site, hybrid, remote: Hybrid

• Experience: 1

• Good fit job titles/keywords for candidates: Estate Administration Paralegal, Probate & Trusts Paralegal, Trusts and Estates Legal Specialist

• # of hires needed: 1

• Open or not to recruiters on TE: no