Trust and Estates Administration Paralegal

iLocatum

Boca Raton (FL)

On-site

USD 76,500 - 162,500

Full time

14 days+

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Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Job summary

A prestigious law firm in Boca Raton, FL is seeking a Trust and Estates Administration Paralegal to manage estate processes and prepare tax returns. The ideal candidate has over 5 years of experience and strong communication skills. This role offers a competitive salary ranging from $76,500 to $162,500 and comprehensive benefits in a collaborative environment.

Qualifications

5+ years of experience in trust and estate administration.
Ability to work independently and collaboratively in a fast-paced environment.
Experience with NJ, NY, and FL probate knowledge is a plus.

Responsibilities

Manage all phases of estate and trust administration, including probate filings.
Prepare federal and state estate tax returns and fiduciary accountings.
Communicate extensively with clients, financial planners, and accountants.
Handle asset distributions, trust funding, and real estate deed work.
Maintain accurate records and ensure compliance with jurisdictional requirements.

Skills

Strong mathematical skills

Strong communication skills

Proficiency in estate tax software

Highly organized

Attention to detail

Education

College degree and/or paralegal certificate

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

Trust and Estates Administration Paralegal

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Trust and Estates Administration Paralegal

Locations:

New York, NY

Hackensack, NJ

Must-Have:

5+ years paralegal experience in trust and estate administration.

Strongly Preferred:

Paralegal certificate
JD with relevant paralegal experience

About the Firm:

An AM Law 200 firm with nationwide reach, renowned for its high-stakes, complex work and a client roster that spans startups to Fortune 500s. Enjoy a collaborative, forward-thinking culture where ambition is celebrated, growth is inevitable, and your impact is real.

This role is ideal for a highly organized, detail-driven professional with a deep understanding of estate and trust administration processes.

Key Responsibilities:

Manage all phases of estate and trust administration, including probate filings and court procedures
Prepare federal and state estate tax returns, fiduciary accountings, and related documents
Communicate extensively with clients, financial planners, and accountants
Handle asset distributions, trust funding, and real estate deed work
Maintain accurate records and ensure compliance with jurisdictional requirements (NJ, NY, FL probate knowledge is a plus)

Must-Have Qualifications:

5+ years of experience in trust and estate administration
Strong mathematical and communication skills
Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
Ability to work independently and collaboratively in a fast-paced environment
Highly organized with exceptional attention to detail
College degree and/or paralegal certificate preferred (JD/paralegal candidates will also be considered)
Competitive salary based on experience
Salary range: $76,500 – $162,500
Comprehensive benefits package including health insurance, retirement plans, and paid time off

If you're a motivated and knowledgeable paralegal ready to contribute to a collaborative and respected Trusts & Estates team, this role offers an exciting opportunity to grow your career.

Seniority level