Trust & Estate Paralegal
At a glance
About the job
A leading Am Law firm is seeking an experienced Private Client Paralegal to join its highly regarded Trusts & Estates team. This is a client-facing opportunity supporting attorneys throughout the full estate administration process, from inception throughfinal distribution. This role will be hybrid in NJ.
Key Responsibilities:
- Manage and support all aspects of estate and trust administration, including probate, tax filings, accountings, distributions, and asset transfers
- Work directly with clients, beneficiaries, attorneys, and outside professionals, building strong and collaborative relationships
- Analyze and organize complex financial records, including tax returns, trust agreements, deeds, brokerage statements, and other estate assets
- Prepare federal and state estate, inheritance, gift, and fiduciary tax returns, along with related administration documents
- Prepare inventories, accountings, asset allocation agreements, receipts, releases, and transfer documents
- Support post-mortem planning, estate audits, due diligence, and other sophisticated Trusts & Estates matters
Requirements:
- 5+ years of NJ Trusts & Estates experience required
- Law firm paralegal experience strongly preferred
- Bachelor’s degree or equivalent experience; paralegal certificate preferred
- Strong knowledge of estate administration, tax filings, and the Uniform Probate Code
- Advanced Excel skills and comfort working with financial statements and calculations
- Experience with estate/tax software such as CCH Axcess, CCH ProSystem, OneSource, NumberCruncher, Tiger Tables, Zcalc, or EstatVal is a plus
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