Trust and Estate Paralegal

CBL Legal Talent; Washington (District of Columbia); Hybrid; USD 77,000 - 163,000; Full time

Job summary

CBL Legal Talent is seeking a Trust and Estate Administration Paralegal for our offices in Delaware, Florida, Maryland, New Jersey, New York, Texas, or Washington, D.C. This full-time, permanent, hybrid role handles all phases of estate and trust administration for diverse clients.

Requirements include 3–4 years’ experience, a college degree and/or paralegal certificate; JD/paralegal candidates considered. Proficiency with ONESOURCE/Fast Tax, HotDocs, and MS Word is a plus.

Qualifications

• 3–4 years’ experience in estate and trust administration.
• Experience with probate and fiduciary accounting recommended.
• Strong communication and mathematical skills are essential.

Responsibilities

• Handle all phases of estate and trust administration, including probate.
• Coordinate with clients, financial planners and accountants.
• Prepare federal estate tax returns and fiduciary accountings; assist with asset distributions.
• Perform deed work and related tasks as needed.

Skills

Communication

Mathematical skills

Organizational skills

Team player

Written and verbal skills

Education

College degree

Paralegal certificate

JD/paralegal candidate considered

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

Location: Delaware, Florida, Maryland, New Jersey, New York, Texas, or Washington, D.C. Offices (Hybrid Position)

Duration: Full-Time, Permanent

Salary range: $76,500 to $162,500 + (Benefits)

Job Description

• Seeking a Trust and Estate Administration Paralegal with 3 or 4 years’ experience for our Delaware, Florida, Maryland, New Jersey, New York, Texas, or Washington, D.C. Offices.
• Responsible for handling all phases of estate and trust administration, including probate, extensive communication with clients, financial planners and accountants, preparation of federal estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, and deed work, among other tasks.
• Superior communication and mathematical skills are a must.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus.
• Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
• College degree and/or paralegal certificate are required.
• We will consider a JD/paralegal candidate as well.