Paralegal - Trusts and Estates Administration

Job Description

Job Description

 

Title: Trusts & Estates Administration Paralegal

Location: Remote

 

Trusts & Estates Administration Paralegal - New Jersey, New York or Florida Office:

Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York or Florida Offices.

Responsibilities:

• Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), 
• Extensive communication with clients, financial planners and accountants, 
• Preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc. 

Requirements:

• Superior communication and mathematical skills are a must. 
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
• Highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. 
• College degree and/or paralegal certificate preferred. 
• JD/paralegal candidate will be considered as well