Trust & Estates Paralegal

PeopleShare is currently hiring for a highly motivated and detail-oriented Trust and Estate Paralegal to join a top firm in the Princeton, Nj area!

Job Details for Trust & Estates Paralegal :

• Schedule : Monday - Friday, Normal business hours
• Pay Rate : $90k-$100k salary depending on experience
• Direct Hire : PTO,401k, Dental, Vision!

Job Responsibilities & Description for Trust & Estates Paralegal :

• Estate Planning Support : Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
• Probate Administration : Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
• Trust Administration : Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
• Legal Research : Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
• Meet with attorneys and other professionals to discuss assigned cases or projects.
• Serve as liaison between firm, clients, advisors, and beneficiaries.
• Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
• Develop and maintain records regarding billable hours spent on specific matters.
• Maintain and organize matter files, documents, and correspondence.
• Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
• Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.

Job Requirements for Trust & Estates Paralegal :

• Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
• 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
• Previous experience in PA and NJ trust & estates administration.
• Previous experience in probate process and preparing , state, and federal fiduciary income and death tax returns.
• Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
• Proficiency with document management systems, preferably iManage.
10 days ago