Paralegal - Trusts & Estates

**A prominent mid-sized law firm with a well-established private client services practice is seeking an experienced Tax, Trusts & Estates Paralegal to join its New Jersey office. This role supports a team of attorneys handling complex estate and trust matters.Key *Administer trust and estate accounts, including checkbook management, expense disbursement, and bank reconciliationPrepare asset inventories, valuations, and estate accountingsAssist with estate and inheritance tax filings (e.g., IRS Form 706, NJ IT-R)Communicate with clients, financial institutions, and third-party professionalsSupport trust accountings, distributions, and maintain accurate beneficiary recordsDraft basic legal documents and assist with probate filings and Surrogate's Court procedures****5+ years of trusts and estates paralegal experienceBachelor's degree or Paralegal Certificate requiredStrong organizational and analytical skills with exceptional attention to detailProficiency in Microsoft Office and legal document management systemsThis is an opportunity to work independently within a collaborative team in a firm known for its long-standing client relationships and commitment to professional excellence.

Created: 2025-05-07