Paralegal

Job Description

Job Description

Job Title: Paralegal (Wills, Trusts & Estates)

Location: Red Bank, NJ 07701

Job Type: Full-time

Pay: $60,000.00 – $75,000.00 per year

Benefits: Health Insurance, Paid Time Off (PTO), Retirement Plan

On behalf of our client—a growing, boutique estate planning law firm—we are seeking a dedicated Wills, Trusts & Estates Paralegal to join their expanding team.

Our client's work is deeply personal. They help families protect the people they love, plan for the future, and navigate life's most challenging transitions. As a paralegal on their team, you will play a central role in this process, collaborating closely with attorneys and clients on estate planning, probate, and trust/estate administration matters.

If you enjoy substantive legal work, take pride in meticulous attention to detail, and want an opportunity to deepen your expertise while taking on greater responsibility, this is the ideal environment to build your career.

• Document Preparation: Assist attorneys with drafting, reviewing, and organizing wills, trusts, powers of attorney, and related estate planning instruments.
• Probate & Administration: Support probate proceedings and trust/estate administration by preparing court filings, gathering asset information, and organizing supporting records.
• Client & External Communication: Serve as a primary point of contact for clients, beneficiaries, financial institutions, and third-party professionals to gather details and maintain momentum on active files.
• Signings & Asset Transfers: Coordinate document execution ceremonies, assist with trust funding, oversee asset transfers, and drive outstanding task items to completion.
• Matter & Deadline Management: Maintain accurate matter records, manage critical deadlines, and ensure clients receive proactive, timely updates.
• Process Improvement: Bring your ideas to the table to help refine workflows, organize operations, and enhance the overall client experience.

• Relevant Background: Prior paralegal experience in estate planning, probate, or trust and estate administration. (Experience in New Jersey or New York is a plus!)
• Core Skills: Exceptional writing, proofreading, organizational, and deadline-management abilities.
• Client Focus: A professional, empathetic approach when communicating with clients through sensitive family situations.
• Technical Aptitude: Comfort with legal technology and a willingness to master new software and administrative systems.
• Professional Drive: Sound judgment, initiative, and an eagerness to continue growing professionally.

Note: Expertise across every single facet of trusts and estates is not required. We welcome candidates with a solid foundation in one core area who are ready to expand their skill set.

• Room to Grow: As the firm expands, you'll have clear pathways to broaden your skills and take on higher-level responsibilities aligned with your strengths.
• Substantive Work: Gain hands-on, high-level experience working directly alongside experienced attorneys.
• Meaningful Impact: Guide families through essential decisions and witness the real-world impact of your work.
• Collaborative Culture: Contribute your ideas and judgment to a firm that actively values team input as it builds its next chapter.