Trust and Estate Paralegal

Stratford Solutions Inc.; Westfield (NJ); On-site; USD 50,000 - 60,000; Full time

Job summary

Stratford Solutions Inc. is seeking a Trust and Estate Paralegal to support its legal team with estate matters, documents, and confidential records. You will draft, review, and organize legal documents, maintain client files, and coordinate with courts and financial institutions.

The ideal candidate has 2–3 years of paralegal experience, a keen eye for detail, and excellent communication. A paralegal certificate or related education is preferred; trust and estate experience is a plus but not

Qualifications

• 2–3 years of experience working as a paralegal or in a legal administrative support role.
• Experience or interest in trust and estate law is preferred but not required.
• Strong attention to detail and accuracy in preparing and reviewing documents.
• Excellent written and verbal communication skills.
• Strong organizational, time-management, and multitasking abilities.
• Proficiency in Microsoft Word, Excel, Outlook, and other standard office applications.
• Ability to handle confidential information professionally.
• A paralegal certificate or relevant legal education is preferred.

Responsibilities

• Assist attorneys with trust and estate matters, including estate planning, wills, trusts, and related legal documentation.
• Draft, review, proofread, and organize legal documents, correspondence, and court filings.
• Maintain and update client files, legal records, and case management systems.
• Assist with preparing and organizing documents related to estate administration and probate proceedings.
• Conduct legal research and gather relevant information as requested by attorneys.
• Coordinate with clients, courts, financial institutions, and other relevant parties to obtain required documentation.
• Track deadlines, schedule appointments, and follow up on pending matters to ensure timely completion.
• Handle sensitive client information with discretion and maintain strict confidentiality.
• Provide general administrative and clerical support to attorneys and the legal team as needed.

Skills

Attention to detail

Organizational skills

Time management

Multitasking

Communication

Confidentiality

Independence

Education

Paralegal certificate or relevant legal education

Tools

Microsoft Word

Excel

Outlook

Job description

Job Title: Trust and Estate Paralegal

Schedule: Work Normal business hour Monday to Friday Location: Westfield, New Jersey
Salary: $50,000–$60,000 per year, depending on experience Job Type: Full-Time

About the Role

We are seeking a detail-oriented and organized Trust and Estate Paralegal to support its legal team with trust and estate matters, legal documentation, and administrative responsibilities. The ideal candidate will have 2–3 years of paralegal experience, preferably with an interest or background in trust and estate law. However, direct trust and estate experience is not required for the right candidate.

The successful candidate must have excellent organizational skills, strong attention to detail, and the ability to manage multiple tasks while maintaining accurate and confidential legal records.

Key Responsibilities

• Assist attorneys with trust and estate matters, including estate planning, wills, trusts, and related legal documentation.
• Draft, review, proofread, and organize legal documents, correspondence, and court filings.
• Maintain and update client files, legal records, and case management systems.
• Assist with preparing and organizing documents related to estate administration and probate proceedings.
• Conduct legal research and gather relevant information as requested by attorneys.
• Coordinate with clients, courts, financial institutions, and other relevant parties to obtain required documentation.
• Track deadlines, schedule appointments, and follow up on pending matters to ensure timely completion.
• Handle sensitive client information with discretion and maintain strict confidentiality.
• Provide general administrative and clerical support to attorneys and the legal team as needed.

Qualifications

• 2–3 years of experience working as a paralegal or in a legal administrative support role.
• Experience or interest in trust and estate law is preferred but not required.
• Strong attention to detail and accuracy in preparing and reviewing documents.
• Excellent written and verbal communication skills.
• Strong organizational, time-management, and multitasking abilities.
• Proficiency in Microsoft Word, Excel, Outlook, and other standard office applications.
• Ability to handle confidential information professionally.
• A proactive attitude, willingness to learn, and ability to work independently as well as part of a team.
• A paralegal certificate or relevant legal education is preferred.

Ideal Candidate

We are looking for someone who is highly detail-oriented, dependable, organized, and eager to develop their career in the legal field. Candidates with general paralegal experience who are interested in learning trust and estate law are encouraged to apply, even if they do not have direct experience in this practice area.