(Remote)Trusts & Estates Planning Paralegal

About the Opportunity

A highly respected law firm is seeking an experienced Trusts & Estates Paralegal to join its growing Private Wealth practice. This position offers the opportunity to work closely with attorneys, high-net-worth individuals, fiduciaries, and beneficiaries while managing sophisticated probate and estate administration matters from start to finish.

Key Responsibilities

• Oversee all phases of probate and estate administration, from opening estates through final distribution and closing.
• Prepare and file probate pleadings, petitions, inventories, accountings, receipts, releases, and other court-required documents.
• Coordinate the collection, valuation, and distribution of estate assets.
• Communicate with executors, trustees, beneficiaries, financial institutions, appraisers, and accountants.
• Establish and maintain estate and trust accounts and assist with asset transfers and trust funding.
• Gather financial information and supporting documentation for estate, fiduciary, and gift tax returns.
• Assist with the preparation and review of Forms 706 and 709 and related tax filings.
• Maintain accurate case files, calendars, and deadlines while ensuring compliance with court requirements.
• Provide exceptional client service and maintain strict confidentiality regarding sensitive client matters.

Qualifications

• 7+ years of Trusts & Estates paralegal experience, with a strong focus on probate administration.
• Experience preparing probate court filings and managing estates through the full administration process.
• Knowledge of estate and trust administration procedures, asset transfers, and fiduciary matters.
• Exposure to estate, gift, or fiduciary tax filings is highly preferred.
• Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and legal document management systems.