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Estate Paralegal

3 months ago

Roseland, United States Bernard Nickels & Associates Full time

Job Title: Estate Administration Paralegal

Type: Perm

Location: Roseland NJ

Salary: $95,000


Purpose of Role:

Ideal candidates possess a strong work ethic, exceptional problem-solving skills, and comfort in a dynamic, fast-paced environment. Must excel in managing case files from inception to completion, demonstrating comprehensive understanding of estate administration.


Responsibilities:

  • Prepare drafts of Probate documents for attorneys, such as applications, motions, notices, and inventories.
  • File pleadings and hearing documents.
  • Communicate with court staff and clients.
  • Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met.
  • Prepare Federal and state estate and inheritance tax returns.
  • Prepare estate and trust accountings.
  • Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries.
  • Continuously review and update case progress, determine case closure, and keep matters moving seamlessly.
  • Assist in keeping staff, attorneys, and clients on task.
  • Assist in preparing Elder Law, Guardianship, and Business Incorporation documents.
  • Complete daily tasks and assignments independently with little supervision in a timely manner to meet deadlines.
  • Prepare drafts of Estate Planning documents for attorneys, including Wills, various Trusts, and disability planning documents.
  • Communicate with clients, witness and notarize documents, and manage the workflow in a timely manner while handling responsibility for the matter.


Qualifications:

  • Minimum of 5+ years relevant Estate Administration experience supporting a legal practice required.
  • Proficiency with MS Word, Excel, and Kofax [Adobe]; knowledge of ONESOURCE or other estate tax return software a plus.
  • Excellent organizational skills are critical.
  • The right candidate must efficiently organize and prioritize numerous tasks, complete them on time with attention to detail and accuracy.
  • Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire estate administration process.
  • Must be self-motivated with the ability to work independently and as a team member.
  • Strong research, analytical, and critical-thinking skills.
  • Excellent communication and interpersonal skills, with the ability to communicate with diverse attorneys, staff, and clients.
  • Must provide information with courtesy and tact while safeguarding confidentiality.
  • Excellent grammar, proofreading, and English composition skills are essential.
  • Enthusiastic, articulate, a quick study, friendly, dependable, punctual, a team player, and thrive in a fast-paced environment.


The Perks:

  • Competitive Salary & Comprehensive Benefits Package.
  • Ongoing Opportunities for Professional Growth and Development.
  • Immerse Yourself in a Collaborative and Supportive Work Environment, Recognizing and Celebrating Individual Contributions.
  • Contribute to the Firm’s Philanthropic Initiatives and Make a Positive Impact Beyond the Legal Realm.