Trusts & Estates Paralegal

SourcePro Search, LLC; Newark (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

SourcePro Search, LLC is seeking a Trusts & Estates Paralegal in New Jersey to manage all phases of estate and trust administration, including probate. This onsite, full-time role requires 5+ years of specialized paralegal experience and proficiency with estate tax software, HotDocs, and MS Word.

You will communicate with clients and advisors, draft legal documents, coordinate valuations, and maintain meticulous files.

Qualifications

• 5+ years of T&E paralegal experience in a law firm.
• Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word.
• Strong attention to detail and communication skills.
• Ability to manage multiple matters independently.
• College degree or paralegal certificate required (JD/paralegal candidates considered).

Responsibilities

• Handle all phases of estate and trust administration, including probate.
• Prepare federal and state estate tax returns and fiduciary accountings.
• Communicate regularly with clients, financial advisors, and accountants.
• Draft legal correspondence, deeds, and trust funding documents.
• Coordinate asset valuations and distributions.
• Maintain client files, tax return documentation, and internal tracking systems.

Skills

5+ years T&E paralegal experience

Attention to detail

Strong communication skills

Independent matter management

Education

Paralegal certificate or college degree

JD/paralegal candidates considered

Tools

ONESOURCE/FastTax

HotDocs

Microsoft Word

Job description

Trusts & Estates Paralegal

Location: New Jersey

Full-Time | Onsite

What You’ll Do:

• Handle all phases of estate and trust administration, including probate

• Prepare federal and state estate tax returns and fiduciary accountings

• Communicate regularly with clients, financial advisors, and accountants

• Draft legal correspondence, deeds, and trust funding documents

• Coordinate asset valuations and distributions

• Maintain client files, tax return documentation, and internal tracking systems

What You’ll Bring:

• 5+ years of T&E paralegal experience in a law firm

• Experience with estate tax software (ONESOURCE/FastTax), HotDocs, and Microsoft Word

• Strong attention to detail and communication skills

• Ability to manage multiple matters independently

• College degree or paralegal certificate required (JD/paralegal candidates considered)