Trust & Estates Paralegal

Trusts & Estates Paralegal

📍 Multiple Locations: Delaware, Florida, Maryland, New Jersey, New York, Texas and DC

💼 Competitive Salary Comprehensive Benefits

🎯 Experience: 3–5 Years | Trust & Estate Administration

A nationally recognized law firm is seeking an experienced Trusts & Estates Paralegal to support its highly regarded Private Client practice. This is an excellent opportunity for a detail-oriented paralegal who enjoys working on sophisticated estate planning and estate administration matters while partnering closely with attorneys and high-net-worth clients

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Key Responsibiliti

• esAssist attorneys with all aspects of trust and estate administration, from initial filings through final distribution
• s.Prepare probate and administration filings, court documents, fiduciary accountings, and related estate administration material
• s.Draft estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and ancillary document
• s.Coordinate trust funding and asset transfers, including beneficiary designations, deed transfers, and financial account retitlin
• g.Organize and maintain estate and trust files, monitor deadlines, and ensure timely completion of all required filing
• s.Communicate with clients, financial institutions, accountants, and other advisors throughout the administration proces
• s.Assist with estate and gift tax return preparation by gathering financial information and supporting documentatio
• n.Conduct legal and asset research while providing administrative and transactional support to attorney

s.
Qualificati

• ons3–5 years of Trusts & Estates paralegal experien
• ce.Strong experience with estate administration, probate, and estate planning matte
• rs.Familiarity with fiduciary accountings, estate tax returns, trust funding, and probate court procedur
• es.Excellent organizational, communication, and time-management skil
• ls.Ability to manage multiple matters while maintaining exceptional attention to deta
• il.Proficiency in Microsoft Office and legal document management syste
• ms.Bachelor's degree and/or Paralegal Certificate preferr

ed.
Why This Opportun

• ity?Join a nationally recognized Private Client practice handling sophisticated trusts and estates matt
• ers.Work closely with experienced attorneys serving high-net-worth individuals, families, and fiduciar
• ies.Collaborative, growth-oriented environment with meaningful career development opportunit
• ies.Competitive compensation and a comprehensive benefits pack