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A well-established law firm is seeking a skilled and experienced Trusts & Estates Paralegal to join its team. The ideal candidate will have a strong background in estate planning and administration, a high level of professionalism, and a commitment to delivering exceptional client service. This is a great opportunity for a motivated professional looking for a long-term position with opportunities for growth and meaningful work.

Key Responsibilities:

• Assist attorneys and senior paralegals with estate planning and administration matters

• Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns

• Manage trust financial records, including trust accounting, reconciliations, and audits

• Handle preparation of payables, bank deposits, and reconcile financial statements and tax documents (e.g., 1099s, K-1s)

• Administer revocable and irrevocable trusts (both during life and after death)

• Draft probate pleadings and support probate administration

• Maintain communication with clients, financial institutions, and advisors

• Meet annual billable hour requirements (1,500 hours)

• Organize and maintain electronic and physical files

• Perform legal and internet research as needed

• Ensure work product accuracy and adhere to deadlines

• Maintain confidentiality and professionalism in all client and team interactions

Qualifications:

• Minimum 5 years of experience in Trusts & Estates preferred

• Associate degree required; Bachelor's degree or Paralegal Certificate from ABA-approved program preferred (or equivalent relevant experience)

• Strong written and verbal communication skills

• Excellent organizational skills with attention to detail

• Ability to manage multiple priorities and meet deadlines

• Comfortable working both independently and as part of a team

• Proficiency in Microsoft Office Suite required

• Experience with tax and accounting software (e.g., GEMS, BNA, ProSystems, EVP) strongly preferred

• Experience in corporate or real estate law is a plus

• Familiarity with legal document databases and electronic case management systems

This is an excellent opportunity for a detail-oriented and dedicated paralegal to work on sophisticated estate matters and collaborate with a team of experienced legal professionals.

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