Senior Trust & Estate Administration Paralegal

Friedman Williams

Hackensack (NJ)

On-site

USD 70,000 - 100,000

Full time

3 days ago

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Job summary

Friedman Williams seeks an experienced Trust & Estate Administration Paralegal to support attorneys in the NYC or New Jersey office. The ideal candidate has 5+ years of paralegal experience in estate and trust administration and strong client service skills.

You will handle probate matters, prepare federal and state estate tax returns, fiduciary accountings, and assist with asset distribution while coordinating with clients, financial planners, and accountants.

Qualifications

5+ years of Trust & Estate Administration Paralegal experience.
Strong communication, organizational, and mathematical skills.
Experience with estate tax software, including ONESOURCE/Fast Tax, preferred.
Familiarity with HotDocs and Microsoft Word.
Ability to prioritize multiple responsibilities and work as part of a team.
Excellent written and verbal communication skills.
College degree and/or paralegal certificate required.

Responsibilities

Managing all phases of estate and trust administration.
Handling probate matters; knowledge of New York and New Jersey probate is a plus.
Extensive communication with clients, financial planners, and accountants.
Preparing federal and state estate tax returns and fiduciary accountings.
Assisting with the distribution of estate assets and trust funding.