What are the responsibilities and job description for the paralegal - trusts & estates position at Coda Search│Staffing?
A prominent mid-sized law firm with a well-established private client services practice is seeking an experienced Tax, Trusts & Estates Paralegal to join its New Jersey office. This role supports a team of attorneys handling complex estate and trust matters. Key
Administer trust and estate accounts, including checkbook management, expense disbursement, and bank reconciliation Prepare asset inventories, valuations, and estate accountings Assist with estate and inheritance tax filings (e.g., IRS Form 706, NJ IT-R) Communicate with clients, financial institutions, and third-party professionals Support trust accountings, distributions, and maintain accurate beneficiary records Draft basic legal documents and assist with probate filings and Surrogate's Court procedures
5 years of trusts and estates paralegal experience Bachelor's degree or Paralegal Certificate required Strong organizational and analytical skills with exceptional attention to detail Proficiency in Microsoft Office and legal document management systems This is an opportunity to work independently within a collaborative team in a firm known for its long-standing client relationships and commitment to professional excellence.
