Trust and Estates Paralegal

Haley Stuart Group; Morristown (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Haley Stuart Group in Morristown, NJ seeks a Trust and Estates Paralegal to assist attorneys with all aspects of estate planning and trust/estate administration work.

The role involves collaborating with attorneys and other staff, maintaining client files, drafting and reviewing estate documents, and preparing distribution documents and estate accounting while tracking billable time daily.

Qualifications

• At least 7 years of relevant experience in trust and estates.
• Experience preparing estate and inheritance tax returns with tax software.
• Strong numerical and analytical abilities.

Responsibilities

• Collaborate with attorneys and paralegals through all phases of estate and trust administration.
• Maintain client files and contact clients, courts, and others to gather information.
• Draft, read, and review trust and estate documents.
• Prepare distribution documents and estate accounting with fiduciary calculations.
• Record billable time daily.

Skills

Mathematical skills

Attention to detail

Written and verbal communication

Teamwork

Deadline-driven

Tools

Thomson Reuters

Fiduciary Practice Systems

Microsoft Office

Job description

We currently have an opportunity for a Trust and Estates Paralegal with a growing law firm in the Madison,New Jersey area (zip code 07940). The Trust and Estates Paralegal will be responsible for assisting attorneys and other paralegals with all aspects of estate planning and trust/estate administration work.

Position Responsibilities

Collaborate with attorneys and other paralegals during all phases of estate and trust administration, including maintaining client files, and contact with clients, courts, financial planners, and accountants, to collect information necessary to complete reporting and filing requirements. Draft, read, and review trust and estate documents Review financial information received from clients, audit documents to correct errors, and draft schedules of assets and estate tax analysis. Prepare distribution documents including estate/trust accounting that may require calculation of fiduciary commissions, refunding bond and release forms and correspondence to accompany same. Prepare final estate planning letter and document binder which includes copies of executed estate planning documents. Handle special projects or additional responsibilities as they arise Record billable time daily.

Position Requirements

At least 7years of relevant experience in Trust and Estates in a law firm environment. Demonstratedexperience administering estates and preparing estate and inheritance tax returns utilizing tax return preparation software. Strong mathematical skills Highly detail-oriented with a demonstrated ability to prioritize tasks. Excellent written and verbal communication skills as well as mathematical skills. Ability to thrive in a teamwork-oriented, deadline-driven, and extremely fast-paced environment. Strong technical skills, including proficiency in Microsoft Office Suite. Prior experience with Thomson Reuters, Fiduciary Practice Systems for preparation of estate tax returns and accountinga plus.