Trust & Estate Paralegal

A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.

Hybrid 2 days remote

Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge

• Manage estate and trust fiduciary accounts and checkbooks
• Prepare checks for expenses, distributions, and disbursements
• Reconcile bank statements and maintain accurate records
• Coordinate with attorneys to ensure timely payment of invoices
• Assist with internal accounting systems and process improvements

Client & File Management

• Communicate with clients, beneficiaries, and professionals
• Maintain organized and up-to-date client files

Estate & Trust Administration

• Gather and analyze probate and non-probate asset information
• Prepare asset inventories and assist with estate accountings
• Track trust income, expenses, distributions, and beneficiaries
• Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)

Analysis & Projections

• Assist with estate tax projections and administration cost estimates in coordination with attorneys

General Support

• Draft routine correspondence and assist with court filings
• Use Microsoft Word, Excel, Outlook, and iManage

Qualifications

• 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
• Associate’s or Bachelor’s degree, or Paralegal Certificate