Trusts & Estates Paralegal – Estate Administration & Tax

Ray Thomas; Wilmington (DE); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Fully paid medical coverage for you &/

8% retirement contribution

Job summary

Ray Thomas, a respected Delaware law firm, is seeking an experienced paralegal with a focus on estate and trust administration. The role involves working closely with attorneys on probate filings, asset tracking, and fiduciary tax work.

You will support families through transitions, coordinate deadlines, and maintain strong client relationships in a hybrid environment with Fridays remote.

Qualifications

• 2+ years paralegal experience in estate or trust administration.
• Experience with estate/trust administration and related tax matters.
• Ability to prepare and file Delaware probate documents with the Register of Wills.
• Experience gathering and tracking assets and assisting with estate, gift, and fiduciary tax returns.

Responsibilities

• Help families navigate transitions alongside attorneys in estate and trust administrations.
• Gather and track assets, organize fiduciary records, and account for estate details.
• Prepare and file petitions, inventories, and accountings with Delaware’s Register of Wills.
• Assist with federal estate, gift, and fiduciary income tax returns and supporting schedules.
• Communicate with clients, beneficiaries, financial institutions, and court staff.
• Coordinate deadlines and advance matters from initial administration to completion.

Skills

Estate administration

Trust administration

Microsoft Word

Excel

Client communication

Education

Paralegal certificate

Bachelor’s degree

Job description

Hybrid: 4 days in office, Fridays remote

Take the next step in your trusts and estates career at a highly respected Delaware law firm with exceptional benefits. We’re seeking an experienced paralegal with a background in estate and trust administration, Delaware probate filings, and related tax matters.

Why consider this opportunity?

• Broaden your expertise across estate administration, trusts, and tax matters through close collaboration with an experienced attorney team.
• Work with supportive, approachable leadership in a firm known for its strong culture.
• Receive fully paid medical coverage for you and your family.
• Benefit from an 8% firm retirement contribution with no employee contribution required.
• Build your career at a top ranked established firm with a excellent company culture.

What you’ll do:

• Help families navigate important transitions: Work alongside attorneys to guide estate and trust administrations forward.
• Bring the financial picture together: Gather and track assets, organize fiduciary records, and help account for the details of each estate.
• Move matters through probate: Prepare and file petitions, inventories, and accountings with Delaware’s Register of Wills.
• Put your tax expertise into action: Assist with federal estate, gift, and fiduciary income tax returns, including Forms 706, 709, and 1041, supporting schedules, and workpapers.
• Build trusted relationships: Communicate with clients, beneficiaries, financial institutions, and court staff.
• Take ownership of the process: Coordinate deadlines and keep multiple matters progressing from initial administration through completion.

What we’re looking for:

• 2+ years of paralegal experience in estate or trust administration.
• Experience with estate administration, trust administration, and related tax matters.
• Ability to prepare and file Delaware probate documents with the Register of Wills.
• Experience gathering and tracking assets and assisting with estate, gift, and fiduciary tax returns.
• Strong organization, communication, and Microsoft Word and Excel skills.
• A college degree and/or paralegal certificate is highly preferred.
• Accounting, bookkeeping, or tax preparation software experience is a plus.