Trusts & Estates Paralegal
SourcePro Search•Newark, NJ
•Onsite
About The Position
We are seeking a Trusts & Estates Paralegal to handle all phases of estate and trust administration. This full-time, onsite position based in New Jersey involves preparing tax returns and fiduciary accountings, communicating with clients and advisors, and drafting legal documents. The role requires strong organizational skills and the ability to manage multiple matters independently.
Requirements
- 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)
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
