Trust and Estate Administration Paralegal

Friedman Williams; Hackensack (NJ); On-site; USD 70,000 - 100,000; Full time

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.

Skills

Communication

Organization

Mathematics

Education

Paralegal certificate

College degree

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

Trust & Estate Administration Paralegal | NYC or New Jersey

We are seeking an experienced Trust & Estate Administration Paralegal with 5+ years of experience to join a growing legal team in either the New York City or New Jersey office.

This role will be responsible for supporting attorneys and clients through all phases of estate and trust administration.

Responsibilities include:

• 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

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 effectively as part of a team


• Excellent written and verbal communication skills


• College degree and/or paralegal certificate required