Trust and Estates Paralegal Specialist

1 week ago


Hackensack, New Jersey, United States Fawkes IDM Full time

Fawkes IDM Seeks Trust and Estates Paralegal

A reputable law firm, Fawkes IDM, is currently looking to hire a full-time Trust and Estates Paralegal to join their dedicated team.

Key Responsibilities:

  • Manage all aspects of estate and trust administration, including probate procedures (knowledge of state and federal probate laws is a bonus)
  • Regularly communicate with clients, financial planners, and accountants
  • Prepare federal and state estate tax returns as well as fiduciary accountings
  • Facilitate estate asset distribution and trust funding

Requirements:

  • Minimum of 5 years' experience in a similar role
  • Completion of a college degree and/or paralegal certification
  • Exceptional communication and mathematical abilities are necessary
  • Familiarity with estate tax software such as ONESOURCE/Fast Tax, HotDocs, and Microsoft Word is advantageous


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