Trust & Estates Administration Paralegal

SourcePro Search, LLC; New York (NY); Hybrid; USD 77,000 - 163,000; Full time

Benefits offered by this job

Benefits package

Job summary

SourcePro Search, LLC is seeking a Trust & Estates Administration Paralegal in a hybrid setting across New Jersey, New York, or Florida offices. The role requires 5+ years in estate and trust administration, strong communication, and proficiency with ONESOURCE/Fast Tax and HotDocs.

Responsibilities include probate proceedings, trust funding, fiduciary accounting, tax return preparation, and file management.

Qualifications

• Minimum 5 years of experience in trust and estate administration.
• College degree and/or paralegal certificate preferred; JD/paralegal candidates will also be considered
• Superior written and verbal communication skills, along with excellent math and analytical abilities
• High level of organization, attention to detail, and the ability to prioritize multiple tasks
• Proficiency in: ONESOURCE/Fast Tax, HotDocs, Microsoft Word and Office Suite

Responsibilities

• Manage all phases of estate and trust administration, including probate and multi-jurisdictional proceedings.
• Prepare and file probate court documents and coordinate trust funding and asset distribution.
• Prepare fiduciary accountings and draft deeds; handle related property transfer documentation.
• Maintain ongoing communication with clients, beneficiaries, financial planners, and accountants.
• Prepare federal and state estate tax returns and track deadlines related to matters.
• Organize and maintain client files and related documents.

Skills

Written & verbal communication

Analytical ability

Organization

Attention to detail

Math skills

Multitasking

Team player mindset

Education

College degree

Paralegal certificate

JD/paralegal candidates welcome

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word/Office Suite

Job description

Trust & Estates Administration Paralegal

Location: New Jersey, New York, or Florida Office
Schedule: Full-Time | Hybrid/In-Office
Experience: 5+ years in estate and trust administration
Salary Range: $76,500 – $162,500 (commensurate with experience)
Benefits: Comprehensive benefits package

What You’ll Do:

• Manage all phases of estate and trust administration, including:

  • Probate and administration proceedings (multi-jurisdictional knowledge of NJ, NY, and FL is a plus)

  • Preparation and filing of probate court documents

  • Coordination of trust funding and asset distribution

  • Preparation of fiduciary accountings

  • Drafting deeds and handling related property transfer documentation

• Maintain ongoing communication with clients, beneficiaries, financial planners, and accountants

• Prepare federal and state estate tax returns

• Track and manage deadlines related to trust and estate matters

• Organize and maintain client files and related documents

What You’ll Bring:

• Minimum 5 years of experience in trust and estate administration

• College degree and/or paralegal certificate preferred; JD/paralegal candidates will also be considered

• Superior written and verbal communication skills, along with excellent math and analytical abilities

• High level of organization, attention to detail, and the ability to prioritize multiple tasks

• Proficiency in:

  • Estate tax software: ONESOURCE/Fast Tax

  • Document automation tools: HotDocs

  • Microsoft Word and Office Suite

• A team-oriented mindset and the ability to work independently when required