To Apply for this Job Click Here

Trust & Estates Paralegal

Overview

A well-established law firm is seeking a Trust & Estates Paralegal to support a busy private wealth practice. This role partners closely with attorneys, trustees, and external advisors to manage trust and estate administration, tax-related filings, and fiduciary compliance. The position offers meaningful responsibility, direct attorney interaction, and exposure to sophisticated trust and estate matters.

The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.

Key Responsibilities

• Administer trust and estate accounts, including bookkeeping, distributions, and record-keeping

• Prepare and review annual trust account statements and related financial reports

• Assist with estate, gift, and fiduciary income tax filings, including coordination with accountants and advisors

• Manage probate and surrogate's court filings and related submissions

• Compile documentation for gifts to trusts and beneficiary distributions

• Draft trust agreements and related estate planning documents

• Monitor investment statements and analyze monthly trust activity

• Create and manage budgets forecasting trust income, expenses, and distributions

• Process trust-related payments, including checks and authorization letters

• Support trustee and executor compliance with fiduciary obligations

• Maintain regular communication with trustees, grantors, beneficiaries, and advisors

• Provide general administrative and paralegal support to the Trust & Estates practice

Skills & Experience

• 3+ years of experience in Trust & Estates, Private Wealth, or fiduciary administration

• Experience with trust accounting, distributions, and financial reporting

• Exposure to estate and gift tax matters and fiduciary income tax filings

• Familiarity with probate and trust-related court filings

• Proficiency with Excel and accounting or trust administration software

• Experience with UltraTax or similar tax software is a plus

• Strong organizational skills with the ability to manage multiple deadlines

• Excellent written and verbal communication skills

• Ability to work independently while collaborating with a small, close-knit team

Additional Details

• Billable requirement: approximately 1,500 hours annually

• Schedule: hybrid; 4 days in-office

• Environment: small local team with support from a broader national practice

• Compensation: competitive, commensurate with experience

To Apply for this Job Click Here