Senior Trusts & Estates Paralegal

Haley Stuart Group; Morristown (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Haley Stuart Group in Morristown, NJ seeks a Trust and Estates Paralegal to assist attorneys with all aspects of estate planning and trust/estate administration work.

The role involves collaborating with attorneys and other staff, maintaining client files, drafting and reviewing estate documents, and preparing distribution documents and estate accounting while tracking billable time daily.

Qualifications

• At least 7 years of relevant experience in trust and estates.
• Experience preparing estate and inheritance tax returns with tax software.
• Strong numerical and analytical abilities.

Responsibilities

• Collaborate with attorneys and paralegals through all phases of estate and trust administration.
• Maintain client files and contact clients, courts, and others to gather information.
• Draft, read, and review trust and estate documents.
• Prepare distribution documents and estate accounting with fiduciary calculations.
• Record billable time daily.

Skills

Mathematical skills

Attention to detail

Written and verbal communication

Teamwork

Deadline-driven

Tools

Thomson Reuters

Fiduciary Practice Systems

Microsoft Office

Job description

Haley Stuart Group in Morristown, NJ seeks a Trust and Estates Paralegal to assist attorneys with all aspects of estate planning and trust/estate administration work.

The role involves collaborating with attorneys and other staff, maintaining client files, drafting and reviewing estate documents, and preparing distribution documents and estate accounting while tracking billable time daily.