Trust & Estates Administration Paralegal

📍 Location: New Jersey, New York, or Florida Office
💼 Schedule: Full-Time | Hybrid/In-Office
🧾 Experience: 5+ years in estate and trust administration
💲 Salary Range: $76,500 – $162,500 (commensurate with experience)
📦 Benefits: Comprehensive benefits package

What You’ll Do:

• Manage all phases of estate and trust administration, including:

  • Probate and administration proceedings (multi-jurisdictional knowledge of NJ, NY, and FL is a plus)

  • Preparation and filing of probate court documents

  • Coordination of trust funding and asset distribution

  • Preparation of fiduciary accountings

  • Drafting deeds and handling related property transfer documentation

• Maintain ongoing communication with clients, beneficiaries, financial planners, and accountants

• Prepare federal and state estate tax returns

• Track and manage deadlines related to trust and estate matters

• Organize and maintain client files and related documents

What You’ll Bring:

• Minimum 5 years of experience in trust and estate administration

• College degree and/or paralegal certificate preferred; JD/paralegal candidates will also be considered

• Superior written and verbal communication skills, along with excellent math and analytical abilities

• High level of organization, attention to detail, and the ability to prioritize multiple tasks

• Proficiency in:

  • Estate tax software: ONESOURCE/Fast Tax

  • Document automation tools: HotDocs

  • Microsoft Word and Office Suite

• A team-oriented mindset and the ability to work independently when required