Estate & Trust Paralegal — Probate & Fiduciary Admin

Haley Stuart Group; Morristown (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Life and disability coverage

Supportive work environment

Job summary

Haley Stuart Group is seeking an experienced Estate & Trust Paralegal to support a busy Northern New Jersey practice handling estate administration and related trust matters. The role collaborates with attorneys and clients through all stages of the administration process.

Responsibilities include preparing probate filings, assisting trustees, organizing fiduciary accounting, coordinating asset information, drafting estate documents, and handling tax forms.

Qualifications

• 3+ years of hands-on experience in trusts & estates or probate/estate administration.
• Strong understanding of estate administration procedures and fiduciary concepts.
• Experience preparing tax-related forms for estates or trusts.
• Excellent communication, organization, and follow-through.
• Ability to manage multiple matters and work independently.
• Bachelor's degree and/or Paralegal Certificate preferred.
• Valid driver's license for occasional local travel.

Responsibilities

• Prepare and file probate documents, including applications for estate representatives.
• Assist executors, administrators, and trustees with required bonding.
• Organize and maintain financial information to prepare fiduciary accountings.
• Manage timelines, deadlines, and document workflows involved in estate administration.
• Gather and coordinate asset information from clients and financial institutions.
• Draft a variety of estate-related documents, including releases, closing documents, and beneficiary forms.
• Prepare state and federal estate/inheritance/gift tax forms.
• Submit filings with surrogate courts and follow up as needed.
• Support trust funding by coordinating retitling of accounts and assets.

Skills

Estate administration

Trusts & estates

Document filing

Communication

Independent work

Education

Bachelor's degree

Paralegal Certificate preferred

Job description

Haley Stuart Group is seeking an experienced Estate & Trust Paralegal to support a busy Northern New Jersey practice handling estate administration and related trust matters. The role collaborates with attorneys and clients through all stages of the administration process.

Responsibilities include preparing probate filings, assisting trustees, organizing fiduciary accounting, coordinating asset information, drafting estate documents, and handling tax forms.