Trusts & Estates Paralegal

Diamond Personnel; United States; Hybrid; USD 80,000 - 115,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A global law firm is seeking a full-time Trust and Estate Administration Paralegal to support their Private Client, Trusts and Estates group. Responsibilities include managing contacts for personal representatives and overseeing estate administration. Candidates must have at least 5 years of experience and a four-year degree or paralegal certificate. The position offers a hybrid schedule and competitive pay.

Qualifications

• Minimum of 5 years’ experience in trust and estate administration.
• Must manage confidential information with discretion.
• Experience with Trustdesk is preferred.

Responsibilities

• Manage contacts for personal representatives of estates and trusts.
• Oversee estate administration and coordinate probate of wills.

Skills

5+ years’ experience in the administration of trusts and estates

Ability to manage confidential information with discretion

Experience with Trustdesk

Education

Four-year college degree and/or paralegal certificate

Job description

Overview

Our client, a global law firm, is seeking a full-time Trust and Estate Administration Paralegal to support their Private Client, Trusts and Estates group.

Base pay range

$80,000.00/yr - $115,000.00/yr

Additional compensation types

Annual Bonus

Schedule

Hybrid 3/2

Responsibilities

• Manage contacts for personal representatives of estates and trusts, beneficiaries, financial advisors, and accountants. Collaborate with financial advisors and others to keep accurate financial records.
• Oversee estate administration, coordinate probate of Wills and appointment of personal representatives; collect and value assets, arrange for payment of debts, prepare and file tax returns, work with accountants, facilitate tax payments and distributions, terminate estates, and prepare fiduciary accountings under attorney supervision.

Qualifications

• 5+ years’ experience in the administration of trusts and estates.
• Ability to manage confidential information with discretion.
• Experience with Trustdesk is a plus.
• A four-year college degree and/or paralegal certificate required.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice and Legal Services

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