Senior Trust & Estates Paralegal

Job title: Ambitious People-Driven Human Resources Manager Overview The Senior Trusts & Estates Paralegal role requires at least five (5) years of recent experience in Trusts & Estates, including complex and high net worth estate planning, trust administration and probate. The position may involve tax-related work (Form 706 and Form 709) and may benefit from litigation experience. The candidate must be able to work independently and in a team, manage cases, and be reliable for follow-up and accountability. This is a fast-paced role that requires being detail-oriented, highly organized, and proactive with the ability to multitask and manage a substantive caseload. The role may involve delegating assignments, mentoring, or training legal support personnel in the practice area. Essential Duties and Responsibilities Performing legal research Preparing trust accountings Preliminary drafting of trusts and memos Calendaring appointments and deadlines Managing and organizing client files as well as keeping client databases and document management systems up to date Prepare Forms 706 and 709 Maintaining a billable hour requirement Requirements At least 5 years’ experience working as a Trusts & Estates Paralegal Paralegal certificate or equivalent Knowledge, Skills & Abilities Proficient in the MS Office Suite (Word, Excel, Outlook) Excellent command of English – spelling, grammar, punctuation, form and style Organized and detail oriented Clear communication Employment details Exemption status: Hourly, Non-Exempt Remote options/office hours: Hybrid or Fully In-Office Classification: Paralegal Employment type: Full-time Location and compensation Base pay range: $120,000.00/yr - $150,000.00/yr #J-18808-Ljbffr

Created: 2025-09-17