Trust & Estates Administration Paralegal

Trust & Estates Administration Paralegal

Location: New Jersey, New York, or Florida Office
Salary Range: $76,500 - $162,500 (commensurate with experience)

Join our team as a Trust and Estate Administration Paralegal, where you’ll bring your expertise to all phases of estate and trust administration. We are seeking professionals with 5+ years of experience to contribute to our New Jersey, New York, or Florida offices.

What You’ll Do:

• Handle all phases of estate and trust administration, including probate across multiple jurisdictions (NJ, NY, and FL experience preferred).
• Communicate extensively with clients, financial planners, and accountants.
• Prepare federal and state estate tax returns and fiduciary accountings.
• Manage the distribution of estate assets and trust funding.
• Draft deeds and conduct related deed work.
• Utilize estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word for documentation and compliance tasks.
• Maintain superior organizational and communication standards to deliver exceptional service.

What You’ll Bring:

• Experience: 5+ years in estate and trust administration.
• Skills:
  • Strong mathematical and communication abilities.
  • Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word.
• Education: College degree and/or paralegal certificate preferred. JD/paralegal candidates are also welcome to apply.
• Attributes: Highly organized, a strong team player, and adept at prioritizing tasks.

Why Join Us?

• Competitive salary based on experience.
• Comprehensive benefits program.
• Opportunity to work with a dynamic and supportive team in one of our premier locations.

Learn More and Apply Today!
Shape the future of estate administration with us.