Trusts & Estates Paralegal

SourcePro Search

  • Newark, New Jersey
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Asset Valuationunmatched
    • Attorneyunmatched
    • Communication Skillsunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Documentationunmatched
    • Fiduciaryunmatched
    • File Maintenanceunmatched
    • Legalunmatched
    • Paralegalunmatched
    • State Taxunmatched
    • Tax Returnsunmatched

    Description

    Trusts & Estates Paralegal

     Location: New Jersey
     Full-Time | Onsite

    What You’ll Do:

    • Handle all phases of estate and trust administration, including probate

    • Prepare federal and state estate tax returns and fiduciary accountings

    • Communicate regularly with clients, financial advisors, and accountants

    • Draft legal correspondence, deeds, and trust funding documents

    • Coordinate asset valuations and distributions

    • Maintain client files, tax return documentation, and internal tracking systems

    What You’ll Bring:

    • 5+ years of T&E paralegal experience in a law firm

    • Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word

    • Strong attention to detail and communication skills

    • Ability to manage multiple matters independently

    • College degree or paralegal certificate required (JD/paralegal candidates considered)

    Numbers & Facts

    LocationNewark, New Jersey
    Websitehttps://sourceprosearch.com

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