What are the responsibilities and job description for the Trusts & Estates Paralegal position at SourcePro Search?
Trusts & Estates Paralegal
📍 Location: New Jersey
🕓 Full-Time | Onsite
What You’ll Do:
-
Handle all phases of estate and trust administration, including probate
-
Prepare federal and state estate tax returns and fiduciary accountings
-
Communicate regularly with clients, financial advisors, and accountants
-
Draft legal correspondence, deeds, and trust funding documents
-
Coordinate asset valuations and distributions
-
Maintain client files, tax return documentation, and internal tracking systems
What You’ll Bring:
-
5 years of T&E paralegal experience in a law firm
-
Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word
-
Strong attention to detail and communication skills
-
Ability to manage multiple matters independently
-
College degree or paralegal certificate required (JD/paralegal candidates considered)