What are the responsibilities and job description for the Trusts & Estates Paralegal – Estate Administration & Tax position at Ray Thomas?
Trusts & Estates Paralegal – Estate Administration & Tax
Salary: $75,000–$90,000
Location: Wilmington, DE
Hybrid: 4 days in office, Fridays remote
Take the next step in your trusts and estates career at a highly respected Delaware law firm with exceptional benefits. We’re seeking an experienced paralegal with a background in estate and trust administration, Delaware probate filings, and related tax matters.
Why consider this opportunity?
• Broaden your expertise across estate administration, trusts, and tax matters through close collaboration with an experienced attorney team.
• Work with supportive, approachable leadership in a firm known for its strong culture.
• Receive fully paid medical coverage for you and your family.
• Benefit from an 8% firm retirement contribution with no employee contribution required.
• Build your career at a top ranked established firm with a excellent company culture.
What you’ll do:
• Help families navigate important transitions: Work alongside attorneys to guide estate and trust administrations forward.
• Bring the financial picture together: Gather and track assets, organize fiduciary records, and help account for the details of each estate.
• Move matters through probate: Prepare and file petitions, inventories, and accountings with Delaware’s Register of Wills.
• Put your tax expertise into action: Assist with federal estate, gift, and fiduciary income tax returns, including Forms 706, 709, and 1041, supporting schedules, and workpapers.
• Build trusted relationships: Communicate with clients, beneficiaries, financial institutions, and court staff.
• Take ownership of the process: Coordinate deadlines and keep multiple matters progressing from initial administration through completion.
What we’re looking for:
• 2 years of paralegal experience in estate or trust administration.
• Experience with estate administration, trust administration, and related tax matters.
• Ability to prepare and file Delaware probate documents with the Register of Wills.
• Experience gathering and tracking assets and assisting with estate, gift, and fiduciary tax returns.
• Strong organization, communication, and Microsoft Word and Excel skills.
• A college degree and/or paralegal certificate is highly preferred.
• Accounting, bookkeeping, or tax preparation software experience is a plus.
Salary : $75,000 - $90,000