Candidates must be organized and able to prioritize, team player, excellent written and verbal skills. College degree and/or paralegal certificate are required. We will consider a JD/paralegal candidate as well
Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey and New York probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, and distribution of estate assets and trust funding, among other tasks. Superior communication and mathematical skills are a must. Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
New Jersey or New York Office
Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey or New York Offices.