Paralegal – Trusts & Estates

Overview

Title:

Paralegal – Trusts & Estates

Location:

Brielle, NJ

Compensation: $55,000-$69,000

Benefits: 2 weeks PTO, holidays, 401k, Medical, and more

Requirements :

• Associate’s or Bachelor’s degree in Paralegal Studies or related field
• 2-4 years of experience as a Paralegal in Trusts & Estates law
• Proficiency in probate filings and procedures
• Strong skills in drafting legal documents related to estate planning and trust administration
• Knowledge of Trusts & Estates terminology and concepts
• Familiarity with state and federal laws governing estates, trusts, and probate matters

Part of our law firm specializes in Trusts & Estates law, providing comprehensive legal services to individuals and families in estate planning, probate administration, and trust management. We are seeking a skilled and experienced Paralegal to join our dynamic team and contribute to our continued success in serving our clients.

We are looking for a dedicated and detail-oriented Paralegal to support our Trusts & Estates practice. The ideal candidate will have 2-4 years of experience in Trusts & Estates law, with a strong background in probate filings and drafting legal documents. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining a high level of accuracy and efficiency.

• Assist attorneys in all aspects of estate planning, trust administration, and probate matters
• Prepare and file probate documents, including petitions, inventories, accountings, and tax returns
• Draft legal documents such as wills, trusts, powers of attorney, and healthcare directives
• Conduct legal research and analyze statutes, regulations, and case law relevant to Trusts & Estates matters
• Manage client communications and maintain client files, ensuring all information is up-to-date and accurately recorded
• Coordinate with financial institutions, government agencies, and other relevant parties to gather necessary information and documentation
• Assist in the preparation of estate and gift tax returns
• Manage deadlines and calendar important dates related to probate proceedings and trust administration
• Prepare correspondence to clients, beneficiaries, and other involved parties
• Organize and maintain digital and physical client files, ensuring compliance with firm policies and legal requirements
• Assist in client meetings and provide support during the estate planning process
• Perform asset valuations and prepare asset inventories for estates and trusts
• Coordinate with other departments within the firm to ensure smooth case management
• Stay current with changes in Trusts & Estates law and update firm templates and procedures accordingly
• Mentor and train junior paralegals and support staff as needed

Cruitin