Archived listing. The details below describe a past opening.
Our Global Law Firm client is seeking a full-time, Trust and Estate Paralegal! This role sits in their Princeton, NJ office and is hybrid, 3 days in, 2 days working from home. Keep reading for the details!
Trust and Estate Paralegal Responsibilities:
- Serve as a primary point of contact for clients, beneficiaries, executors, and trustees, fostering attentive and responsive communication throughout each matter.
- Assist attorneys in preparing and revising estate administration and estate planning documents, ensuring accuracy and completeness before filing or execution.
- Collect, review, and maintain financial materials such as tax returns, trust records, deeds, account statements, and related supporting documentation.
- Support the valuation of estate holdings by organizing asset information and coordinating with relevant financial professionals when needed.
- Prepare administration packets and related documents for fiduciaries, including materials required for estate and trust management.
- Manage required notices, publication steps, and other procedural filings associated with probate and estate administration matters.
- Draft and assemble post-death estate planning materials, including disclaimer documentation and other transfer-related paperwork.
- Prepare supporting schedules and documentation for estate, inheritance, gift, and fiduciary tax filings, audits, accountings, distributions, and asset transfers.
Trust and Estate Paralegal Requirements:
- At least 5 years of paralegal experience, with a strong background in estate planning, probate, or trust and estate administration.
- Demonstrated ability to organize large volumes of legal and financial information with a high level of accuracy and attention to detail.
- Strong written and verbal communication skills, with the ability to work effectively with attorneys, clients, and external professionals.
- Proven ability to manage multiple priorities independently while also contributing collaboratively within a team environment.
- Proficiency with Excel and confidence performing financial calculations and reviewing banking, brokerage, and similar account records.
- Working knowledge of the Uniform Probate Code and core estate planning and administration requirements.
- Experience preparing or supporting fiduciary income tax returns, estate tax returns, inheritance tax returns, or gift tax filings.
- Ability to meet a billable annual target of 1,550 hours.