Trust and Estate Administration Paralegal
Locations : Hackensack NJ New York NY Miami FL (Hybrid Schedule 2-3 Days in Office as Needed)
About the Role :
Our firm is seeking an experienced Trust and Estate Administration Paralegal with 5 years of experience to join our team in New Jersey New York or Florida.
The successful candidate will handle all phases of estate and trust administration while working closely with attorneys clients financial planners and accountants.
Key Responsibilities :
Manage all aspects of estate and trust administration including probate.
Prepare federal and state estate tax returns and fiduciary accountings.
Coordinate communication with clients advisors and other professionals.
Oversee the distribution of estate assets and trust funding.
Draft and file deeds and other legal documents.
Ensure compliance with probate procedures (knowledge of NJ NY and FL probate preferred).
Qualifications :
Minimum of 5 years of experience in trust and estate administration.
Strong organizational and prioritization skills with meticulous attention to detail.
Excellent written verbal and mathematical skills.
Proficiency in ONESOURCE / Fast Tax HotDocs and Microsoft Word preferred.
College degree and / or Paralegal Certificate required; JD / paralegal hybrid candidates will also be considered.
Compensation & Benefits :
Comprehensive benefits package
Hybrid work schedule (2-3 days in office as needed)
Key Skills
Legal Drafting,Proofreading,Google Docs,Organizational skills,Microsoft Outlook,Microsoft Word,Case Management,Legal Research,Research Experience,Paralegal,Filing,Writing Skills
Employment Type : Full Time
Experience : years
Vacancy : 1
Yearly Salary Salary : 76000 - 162000
Estate Administration Paralegal • New York City, New York, USA