Trust & Estates Paralegal

3 weeks ago


Princeton, United States PeopleShare Full time
 PeopleShare is currently hiring for a highly motivated and detail-oriented Trust and Estate Paralegal to join a top firm in the Princeton, Nj area 
Job Details for Trust & Estates Paralegal:
  • Schedule: Monday - Friday, Normal business hours 
  • Pay Rate: $90k-$100k salary depending on experience
  • Direct Hire: PTO,401k, Dental, Vision 

Job Responsibilities & Description for Trust & Estates Paralegal:
  • Estate Planning Support: Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
  • Probate Administration: Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
  • Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
  • Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
  • Meet with attorneys and other professionals to discuss assigned cases or projects.
  • Serve as liaison between firm, clients, advisors, and beneficiaries.
  • Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
  • Develop and maintain records regarding billable hours spent on specific matters.
  • Maintain and organize matter files, documents, and correspondence.
  • Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
  • Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.


Job Requirements for Trust & Estates Paralegal:
  • Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
  • 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
  • Previous experience in PA and NJ trust & estates administration.
  • Previous experience in probate process and preparing , state, and federal fiduciary income and death tax returns.
  • Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
  • Proficiency with document management systems, preferably iManage.




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