Trust and Estates Paralegal Position requirements are:
- At least 5 years of relevant experience in Trust and Estates in a law firm environment.
- Demonstrated experience administering estates and preparing estate and inheritance tax returns utilizing tax return preparation software.
- Strong mathematical skills.
- Highly detail-oriented with a demonstrated ability to prioritize tasks.
- Excellent written and verbal communication skills.
- Ability to thrive in a teamwork-oriented, deadline-driven, and extremely fast-paced environment.
- Strong technical skills, including proficiency in Microsoft Office Suite. Prior experience with Thomson Reuters and Fiduciary Practice Systems for preparation of estate tax returns and accounting a plus.
Trust and Estates Paralegal Position Responsibilities are:
- Collaborate with attorneys and other paralegals during all phases of estate and trust administration, including maintaining client files, and contact with clients, courts, financial planners, and accountants, to collect information necessary to complete reporting and filing requirements.
- Draft, read, and review trust and estate documents
- Review financial information received from clients, audit documents to correct errors, and draft schedules of assets and estate tax analysis.
- Prepare distribution documents
- Prepare final estate planning letter and document binder, which includes copies of executed estate planning documents
hope this message finds you well! I reviewed your LinkedIn Profile as I currently have an excellent opportunity for a Trust and Estates Paralegal to join a growing law firm in the Roseland, NJ area known for its supportive team environment and genuine appreciation for each employee’s contributions. The compensation range is $85-90K annual base salary depending upon experience. This is a hybrid opportunity, Fridays from home following an onboarding period.
What You’ll Love About Working Here:
Supportive work environment
Stability and balance – A firm that values quality of life, teamwork, and long-term relationships.
Trust and Estates Paralegal Benefits:
Comprehensive health benefits (medical, dental, vision)
401K with match
Generous PTO
At Haley Stuart Group, our recruiting professionals will work closely with you to find the jobs you want at the places you want to work. Because of our relationships with decision makers throughout New York, New Jersey, Pennsylvania and nationwide, it’s like having insider access to your dream employer.