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Trust & Estates Administration Paralegal
Trust & Estates Administration ParalegalCareerxchange • Boca Raton, FL, US
Trust & Estates Administration Paralegal

Trust & Estates Administration Paralegal

Careerxchange • Boca Raton, FL, US
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Job Description

Job Description

Trust & Estates Administration Paralegal

Location : New Jersey, New York, OR Florida Office

Job Type : Full-Time

Benefits : Competitive Salary + Full Benefits

Join a Prestigious Law Firm at the Forefront of Estate and Trust Law

Are you an experienced Trust & Estate Administration Paralegal ready to bring your skills to a respected and dynamic legal team? We’re looking for a knowledgeable and detail-oriented professional with 5+ years of experience in estate and trust administration to join our offices in New Jersey, New York, or Florida.

This is more than just a job, it’s an opportunity to be part of a collaborative, client-focused team where your contributions truly matter. If you thrive in a fast-paced legal environment and want to grow in a firm that values initiative, precision, and professionalism, we want to hear from you.

Key Responsibilities

  • Manage all phases of estate and trust administration, including probate filings, trust funding, and asset distributions.
  • Communicate regularly with clients, financial planners, and accountants, ensuring seamless coordination throughout the administration process.
  • Prepare Federal and State Estate Tax Returns, including Form 706, and fiduciary accountings.
  • Handle real estate / deed work and support attorneys with related documentation.
  • Utilize estate tax and document automation software, including ONESOURCE / Fast Tax and HotDocs, for efficient case processing.
  • Maintain impeccable organization and records, ensuring compliance with relevant state and federal laws.

What We’re Looking For

  • Minimum 5 years of experience in trust and estate administration.
  • Familiarity with probate procedures in New Jersey, New York, or Florida (multi-state experience is a plus).
  • Superior communication and analytical skills—you’ll interact with clients and professionals at all levels.
  • Strong proficiency in Microsoft Word and estate tax software such as ONESOURCE / Fast Tax.
  • Highly organized with the ability to prioritize, multi-task, and thrive in a team environment.
  • Bachelor’s Degree or Paralegal Certificate preferred. JD / paralegal hybrid candidates will also be considered.

    • Why Join Us?

  • Competitive starting salary based on experience and credentials.
  • Comprehensive benefits package including medical, dental, vision, 401(k), paid vacation, and more.
  • Hybrid work flexibility in select locations.
  • Access to ongoing professional development and training opportunities.
  • Join a firm that’s respected in the legal community and committed to your long-term success.

    • Apply Today!!!

    If you're ready to take the next step in your legal career and make a real impact, apply now with your resume and a brief cover letter detailing your interest and qualifications.

    CAREERXCHANGE® is an Equal Opportunity Employer. For additional opportunities please visit www.careerxchange.com

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    Estate Administration Paralegal • Boca Raton, FL, US