Trust and Estates Paralegal

A law firm is seeking a full-time Trust and Estates Paralegal to join their team.

Responsibilities :

• handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus)
• Extensive communication with clients, financial planners and accountants
• Preparation of federal and state estate tax returns and fiduciary accountings
• Distribution of estate assets and trust funding, etc.
• 5+ years of experience in a similar type role.
• College degree and / or paralegal certificate required.
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE / Fast Tax), HotDocs and Microsoft Word a plus.

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