Senior Trusts & Estates Paralegal

Executive Staffing Group (ESG); United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Executive Staffing Group (ESG) represents a national law firm seeking an experienced Trusts & Estates Paralegal to support a growing private wealth practice.

The role involves independently managing estate and trust administration, drafting documents, coordinating complex matters with attorneys, and communicating with clients and advisers to ensure timely, accurate results.

Qualifications

• 5+ years of substantive experience in Trusts & Estates, Estate Administration, or Private Client Paralegal roles.
• Strong experience with estate and trust administration, probate, and planning documentation.
• Ability to independently coordinate complex matters under attorney supervision.
• Experience supporting high-net-worth individuals or closely held businesses.
• Familiarity with fiduciary accountings, tax documentation, and asset valuations.
• Excellent written and verbal communication; direct client interaction.

Responsibilities

• Assist attorneys with sophisticated estate planning, trust administration, probate, and wealth transfer matters.
• Prepare and draft estate planning documents under attorney supervision.
• Coordinate estate and trust administration, including inventories, valuations, transfers, distributions, and accountings.
• Prepare probate petitions, court filings, and fiduciary accountings.
• Assist with federal and state estate, gift, and fiduciary income tax returns.
• Communicate with clients, beneficiaries, trustees, accountants, and advisers.
• Support business succession planning and related corporate documentation where appropriate.
• Manage multiple matters, deadlines, and document execution.

Skills

Trusts & Estates paralegal experience

Estate administration

Client communication

Document drafting

MS Office proficiency

Practice management software

Education

Paralegal certificate

Associate/Bachelor's degree

Tools

Microsoft Office

Document management software

E-filing systems

Job description

About the Opportunity

Our client is an expanding national legal platform seeking experienced Trusts & Estates Paralegals to support the continued growth of its private wealth practice.

The firm is building a team of attorneys and legal professionals focused on serving high-net-worth individuals, families, business owners, and entrepreneurs. Supported by a broader national accounting, tax, advisory, and wealth management organization, the legal practice offers an opportunity to work on sophisticated client matters in a collaborative, growth-oriented environment.

We are particularly interested in experienced paralegals who can independently manage substantial portions of estate and trust administration matters, work directly with clients and professional advisers, and provide meaningful support to attorneys building and expanding their practices.

Key Responsibilities

• Assist attorneys with sophisticated estate planning, trust administration, probate, and wealth transfer matters.
• Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and related instruments, under attorney supervision.
• Coordinate estate and trust administration, including asset inventories, valuations, transfers, distributions, and accountings.
• Prepare probate petitions, court filings, fiduciary accountings, and related documentation.
• Assist with the preparation and coordination of federal and state estate, gift, and fiduciary income tax returns.
• Communicate directly with clients, beneficiaries, trustees, accountants, financial advisers, and other professional service providers.
• Assist with business succession planning, entity formation, and related corporate documentation where appropriate.
• Manage multiple matters, maintain deadlines, and coordinate document execution and filing requirements.
• Work closely with Partners and other attorneys to improve practice efficiency, client service, and matter management.
• Help develop and maintain processes, workflows, and technology-enabled solutions that support a growing legal practice.

Ideal Candidate

• 5+ years of substantive experience as a Trusts & Estates, Estate Administration, or Private Client Paralegal.
• Strong experience with estate and trust administration, probate, and estate planning documentation.
• Ability to independently coordinate complex matters while working under attorney supervision.
• Experience supporting high-net-worth individuals, families, business owners, or closely held businesses.
• Familiarity with estate and gift tax documentation, asset valuations, fiduciary accountings, and trust distributions.
• Strong organizational skills and the ability to manage multiple matters and competing deadlines.
• Excellent written and verbal communication skills, including direct interaction with clients and outside advisers.
• Proficiency with legal document management, Microsoft Office, and relevant practice management technology.
• Paralegal certificate, associate's degree, bachelor's degree, or equivalent relevant professional experience.

Experience with business succession planning, corporate entities, and mentoring junior legal professionals is a plus.

Why Consider This Opportunity?

Our client is investing in the continued expansion of its legal practice, creating opportunities for experienced paralegals to play a meaningful role in supporting established attorneys and growing client relationships.

The position offers:

• Exposure to sophisticated private wealth, estate planning, and business succession matters.
• Opportunities to work alongside experienced Partners and attorneys building their practices.
• Collaboration with professionals across legal, tax, accounting, wealth management, and advisory services.
• An opportunity to help develop efficient workflows and processes as the practice expands.
• A growing legal platform where experienced support professionals are valued as an important part of delivering exceptional client service.

We welcome confidential conversations with experienced Trusts & Estates Paralegals interested in joining a growing national legal practice.