Estate Administration Paralegal #ESF6081
About The Position
This role involves serving as a client-facing point of contact and communicating directly with clients, accountants, financial institutions, and other professionals throughout the estate administration process. The position requires preparing probate documents, assisting with the probate process (NJ required, NY a plus but not required), collecting assets, and obtaining date-of-death valuations. The paralegal will also prepare Federal and State estate and/or inheritance tax returns, prepare Receipts, Releases, and Refunding Bonds in connection with distributions, and assist with asset distributions and the closing of estates. Familiarity with portability elections, QTIP trusts, bypass/credit shelter trusts, GST issues, and related reporting on estate tax returns, as well as gift tax returns, is necessary.
Requirements
- Strong understanding of law and experience with estate administration procedures.
- Excellent communication and interpersonal skills, with a focus on maintaining effective client relationships.
- Detail-oriented with strong organizational and time management skills.
- Ability to work independently in an on-site setting.
- Bachelor's degree in a related field or equivalent practical experience.
Nice To Haves
- Experience in estate administration or similar legal work is preferred.
- NY probate experience is a plus but not required.
Responsibilities
- Serve as a client-facing point of contact and communicate directly with clients, accountants, financial institutions, and other professionals throughout the estate administration process.
- Prepare probate documents and assist with the probate process (NJ required, NY a plus but not required).
- Assist with the collection of assets and obtain date-of-death valuations.
- Prepare Federal and State estate and/or inheritance tax returns.
- Prepare Receipts, Releases, and Refunding Bonds in connection with distributions.
- Assist with asset distributions and the closing of estates.
- Be familiar with portability elections, QTIP trusts, bypass/credit shelter trusts, GST issues, and related reporting on estate tax returns.
- Be familiar with gift tax returns.
Benefits
- Competitive Pay & Benefits!
- Career Growth – Opportunities for professional development and mentorship.
- Collaborative Team – Supportive and knowledgeable colleagues.
- Work-Life Balance – Competitive benefits and a balanced work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
