Trust & Estates Paralegal

Florham Park, NJ

Summary

This premier, regional, law firm provides the highest caliber legal expertise to its clients and a collaborative team-oriented environment for its attorneys. The firm believes that a good work / life balance enables it to provide excellent legal service over the long term. They have built a modern firm based on the belief that a healthy life outside the office supports a positive and rewarding legal career and forms the foundation of a lasting firm culture with committed attorneys and staff. They have been consistently ranked as one of the Best Places to Work in New Jersey and intend to continue to support their clients, staff and attorneys as a family.

The Firm is seeking a highly skilled, knowledgeable and motivated estate and trust administration paralegal to join the Trusts & Estates Practice Group in providing estate and trust administration services in connection with the firm’s substantial practice.

Responsibilities

• Handles all aspects of New Jersey and New York probate, including drafting court forms, petitions and orders applicable with respect to probate proceedings;
• Prepares and files federal and state estate and inheritance tax returns, including working with executors to assemble the decedent’s asset and liability information and valuation work needed for the preparation of estate and / or inheritance tax returns.
• Substantial client interaction with executors and trustees from the inception of an estate through final distribution of assets and funding sub-trusts, as applicable.
• Assist with the administration of lifetime and testamentary trusts, including implementation of trustee changes, waivers and releases of fiduciaries, preparation or review of informal or formal trust accountings.

Qualifications and Requirements

Knowledge, Skills and Abilities

Compensation : $85,000.00-$130,000.00, plus overtime and bonus.

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