Trust & Estates Paralegal

DNA Partners; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

National Law Firm seeks an experienced Trust & Estates Paralegal to join a dynamic team. You will manage sophisticated estate and trust matters from start to finish, working closely with clients, advisors, and attorneys in a collaborative setting.

The ideal candidate has 5+ years of trust and estate administration experience, strong probate knowledge (NY/NJ preferred), and excellent written and verbal communication.

Qualifications

• 5+ years of trust and estate administration experience.
• Strong probate knowledge (New York and New Jersey preferred).
• Excellent communication and interpersonal skills.
• Highly organized with the ability to prioritize and manage multiple deadlines.

Responsibilities

• Handle all phases of estate and trust administration, including probate.
• Communicate extensively with clients, financial planners, accountants, and other advisors.
• Prepare federal and state estate tax returns and fiduciary accountings.
• Assist with trust funding and distribution of estate assets.
• Utilize estate tax and document automation software in daily workflow.
• Maintain detailed records and ensure accuracy across all matters.

Skills

Estate administration

Probate knowledge

Communication skills

Analytical abilities

Organizational skills

Team collaboration

Written communication

Verbal communication

Education

Bachelor’s degree or paralegal certificate

JD candidates considered

Tools

ONESOURCE/Fast Tax

HotDocs

Microsoft Word

Job description

National Law Firm is searching for an experienced Trust & Estates Paralegal to join a dynamic and growing team. This role offers the opportunity to manage sophisticated estate and trust matters from start to finish while working closely with clients, advisors, and attorneys in a collaborative environment.

What You’ll Do:

• Handle all phases of estate and trust administration, including probate (NY and NJ experience a plus)
• Communicate extensively with clients, financial planners, accountants, and other advisors
• Prepare federal and state estate tax returns and fiduciary accountings
• Assist with trust funding and distribution of estate assets
• Utilize estate tax and document automation software in daily workflow
• Maintain detailed records and ensure accuracy across all matters

What You Bring:

• 5+ years of trust and estate administration experience
• Strong knowledge of probate processes (New York and New Jersey preferred)
• Excellent communication and interpersonal skills
• Strong analytical and mathematical abilities
• Experience with ONESOURCE/Fast Tax, HotDocs, and Microsoft Word is a plus
• Highly organized with the ability to prioritize and manage multiple deadlines
• Team-oriented mindset with strong written and verbal communication skills
• Bachelor’s degree and/or paralegal certificate required (JD candidates will also be considered)