Paralegal

Job Description

Job Description

Estate Planning Paralegal

| Full-Time | On-Site / Hybrid

We’re seeking an experienced Estate Planning Paralegal to join our Client's team and support attorneys in all aspects of trust and estate administration. This role is ideal for a detail-oriented professional who thrives in a collaborative environment and enjoys client contact, organization, and problem-solving within the estate planning field.

What You’ll Do

• Prepare or assist with Gift, Estate, and Fiduciary Income Tax Returns
• Maintain and reconcile financial and G / L accounts for trusts
• Perform trust accounting and audit accounts; process payables and deposits
• Obtain and reconcile 1099 and K-1 statements
• Manage revocable and irrevocable trust funding and administration (pre- and post-death)
• Draft probate pleadings and assist in probate administration
• Maintain regular, professional contact with clients and financial advisors
• Manage client files, records, and databases with accuracy and confidentiality
• Meet annual billable requirement of 1,500 hours

What We’re Looking For