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Trusts & Estates Paralegal

SourcePro Search, LLC

Trusts And Estates ParalegalLocation: New Jersey Full-Time | OnsiteWhat You'll Do:Handle all phases of estate and trust administration, including probatePrepare federal and state estate tax returns and fiduciary accountingsCommunicate regularly with clients, financial advisors, and accountantsDraft legal correspondence, deeds, and trust funding documentsCoordinate asset valuations and distributionsMaintain client files, tax return documentation, and internal tracking systemsWhat You'll Bring:5+ years of T&E paralegal experience in a law firmExperience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft WordStrong attention to detail and communication skillsAbility to manage multiple matters independentlyCollege degree or paralegal certificate required (JD/paralegal candidates considered)

Vacancy posted more than 2 months ago

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