Estate Administration Paralegal

Manage estate administration matters by coordinating probate processes, preparing estate documents, handling tax filings, and supporting clients through the settlement and distribution of estates.

Why This Opportunity

Join a respected law firm with a strong reputation and a collaborative legal team. This role offers the opportunity to work directly with clients, attorneys, financial professionals, and institutions while gaining experience in complex estate administration matters.

You will play an important role in helping families navigate the estate settlement process while developing your legal expertise in a supportive environment.

Benefits

• Salary: $90,000 - $110,000/year
• Opportunity to work with a respected legal team
• Professional development and mentorship opportunities
• Collaborative work environment
• Competitive benefits package
• Work-life balance focused culture

What You Will Do

• Serve as a client-facing point of contact throughout the estate administration process.
• Communicate with clients, accountants, financial institutions, and other professionals involved in estate matters.
• Prepare probate documents and assist with probate proceedings in New Jersey (New York experience is a plus).
• Assist with collecting estate assets and obtaining date-of-death valuations.
• Prepare federal and state estate and inheritance tax returns.
• Prepare receipts, releases, and refunding bonds related to estate distributions.
• Support asset distribution and estate closing processes.
• Assist with matters involving portability elections, QTIP trusts, bypass/credit shelter trusts, GST issues, and estate tax reporting.
• Assist with gift tax return preparation and related documentation.

What You Will Need

• Experience with estate administration procedures and legal processes.
• Strong understanding of estate law and related documentation.
• Excellent communication and interpersonal skills with a client-focused approach.
• Strong attention to detail, organization, and time management skills.
• Ability to work independently in an onsite environment.
• Bachelor’s degree in a related field or equivalent practical experience.
• Prior estate administration or similar legal experience preferred.