Trust and Estate Administration Paralegal

Friedman Williams; New York (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

Friedman Williams seeks an experienced Trust & Estate Administration Paralegal to support attorneys in estate and trust matters. The role may be based in either the New York City or New Jersey office, with responsibilities spanning all phases of administration.

The candidate will handle probate tasks, coordinate with clients and professionals, and assist with fiduciary filings and tax returns. A college degree or paralegal certificate is required, with 5+ years of relevant experience.

Qualifications

• 5+ years of Trust & Estate Administration Paralegal experience.
• Strong communication, organizational, and mathematical skills.
• Experience with estate tax software such as ONESOURCE/Fast Tax preferred.

Responsibilities

• Manage all phases of estate and trust administration.
• Handle probate matters; knowledge of New York and New Jersey probate is a plus.
• Communicate extensively with clients, financial planners, and accountants.

Skills

Communication skills

Organizational skills

Mathematical skills

Team player

Education

College degree

Paralegal certificate

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