Hybrid Trust and Estates Paralegal

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

Job summary

Haley Stuart Group in New Jersey is seeking a Trust and Estates Paralegal to support attorneys and other paralegals in all aspects of estate planning and trust/estate administration work.

The role involves drafting, reviewing, and organizing estate documents, tax returns, and client files while collaborating with clients and professionals to meet deadlines in a fast-paced environment.

Qualifications

• At least 3 years of Trust and Estates experience in a law firm environment.
• Experience administering estates and preparing estate/inheritance tax returns using tax return software.
• Strong mathematical skills.
• Highly detail-oriented with the ability to prioritize tasks.
• Excellent written and verbal communication skills and ability to work in a team.
• Proficiency in Microsoft Office; experience with Thomson Reuters Fiduciary Practice Systems is a plus.

Responsibilities

• Collaborate with attorneys and paralegals during all phases of estate and trust administration, including maintaining client files and contact with clients, courts, financial planners, and accountants.
• Draft, read, and review trust and estate documents.
• Review financial information from clients, audit documents to correct errors, and draft schedules of assets and estate tax analysis.
• Prepare distribution documents including estate/trust accounting and related forms.
• Prepare final estate planning letter and document binder with copies of executed documents.
• Handle special projects or additional responsibilities as they arise.
• Record billable time daily.

Skills

Attention to detail

Communication skills

Teamwork

Strong mathematical skills

Tools

Microsoft Office Suite

Thomson Reuters Fiduciary Practice Systems

Job description

We currently have an opportunity for a Trust and Estates Paralegal with a growing law firm in the Madison, New Jersey area (zip code 07940). The Trust and Estates Paralegal will be responsible for assisting attorneys and other paralegals with all aspects of estate planning and trust/estate administration work.

Position Responsibilities

• Collaborate with attorneys and other paralegals during all phases of estate and trust administration, including maintaining client files, and contact with clients, courts, financial planners, and accountants, to collect information necessary to complete reporting and filing requirements.
• Draft, read, and review trust and estate documents.
• Review financial information received from clients, audit documents to correct errors, and draft schedules of assets and estate tax analysis.
• Prepare distribution documents including estate/trust accounting that may require calculation of fiduciary commissions, refunding bond and release forms and correspondence to accompany same.
• Prepare final estate planning letter and document binder which includes copies of executed estate planning documents.
• Handle special projects or additional responsibilities as they arise.
• Record billable time daily.

Position Requirements

• At least 3 years of relevant experience in Trust and Estates in a law firm environment.
• Demonstrated experience administering estates and preparing estate and inheritance tax returns utilizing tax return preparation software.
• Strong mathematical skills.
• Highly detail-oriented with a demonstrated ability to prioritize tasks.
• Excellent written and verbal communication skills as well as mathematical skills.
• Ability to thrive in a teamwork-oriented, deadline-driven, and extremely fast-paced environment.
• Strong technical skills, including proficiency in Microsoft Office Suite.
• Prior experience with Thomson Reuters, Fiduciary Practice Systems for preparation of estate tax returns and accountings a plus.