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.

Requirements

• 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.