Trusts & Estates Paralegal

Trusts & Estates Paralegal

LHH Recruitment Solutions is partnering with a respected law firm to hire an experienced trusts and estates paralegal for a full-time hybrid position. This role requires a minimum of four years of experience in trust administration, estate planning support, and gift tax preparation. The schedule offers three days onsite and two days remote each week.

Key Responsibilities:

• Assist attorneys with the full administration of trusts and estates
• Collect and organize asset information, prepare inventories, and draft fiduciary accountings
• Prepare and file federal and state gift tax returns (Form 709)
• Draft probate documents, routine correspondence, and required court filings
• Coordinate with beneficiaries, fiduciaries, financial institutions, and outside advisors
• Maintain detailed and organized case files in accordance with firm protocols
• Support preparation and implementation of estate planning documents
• Manage deadlines, calendars, and workflow for ongoing matters

Qualifications:

• Minimum of 4 years of trusts and estates paralegal experience in a law firm or estate administration environment
• Direct experience with gift tax filings and trust administration
• Strong understanding of probate processes, estate planning documentation, and fiduciary accounting
• Excellent organizational skills and attention to detail
• Ability to handle sensitive client information with discretion
• Proficiency with legal software systems and Microsoft Office
• Strong written and verbal communication skills
• Comfort working independently and collaboratively in a hybrid schedule

Benefits: Depending on the specific client, location, and role, the benefits may include PTO, medical, dental, vision, term life and AD&D insurance, short-term disability and long-term disability, additional voluntary benefits, EAP program, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Additionally, you may be eligible for paid leave including Paid Sick Leave or other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Bonus eligibility and amount are based upon company and/or individual performance.

Pay Details: $85,000.00 to $90,000.00 per year