To Apply for this Job Click Here
We are seeking an experienced Trusts & Estates Paralegal to support attorneys with estate planning, trust administration, and probate matters. The ideal candidate will have a solid background in trust funding, estate tax filings, and client case management.
Key Responsibilities
-
Draft and file probate pleadings and estate planning documents
-
Prepare Gift (709), Estate (706), and Fiduciary Income (1041) Tax Returns
-
Maintain trust financial records; reconcile broker statements and perform trust accounting
-
Administer revocable and irrevocable trusts, pre- and post-death
-
Work closely with clients, advisors, and internal teams
-
Manage client files, databases, and electronic case folders
-
Ensure timely, high-quality work product and meet billable-hour requirements
Qualifications
-
5+ years of Trusts & Estates experience preferred
-
Bachelor’s or ABA-approved Paralegal Certificate preferred
-
Strong communication, organizational, and time-management skills
-
Proficiency in Microsoft Office; experience with GEMS, BNA, ProSystems, or EVP a plus
-
Ability to work independently and in a fast-paced, collaborative environment
-
Corporate and/or real-estate experience a plus
Firm offers:
Competitive compensation and a comprehensive benefit package including medical, dental, vision, 401K, and much more
*only qualified candidates will be contacted*
L09065-SGG_1755711391