Trust and Estates Paralegal

2 weeks ago


Hackensack, New Jersey, United States Fawkes IDM Full time
Job Opportunity

Fawkes IDM is seeking a skilled Trust and Estates Paralegal to support their team in Hackensack, NJ.

Key Responsibilities:

  • Manage all phases of estate and trust administration, including probate, with expertise in New Jersey, New York, and Florida probate.
  • Develop and maintain strong relationships with clients, financial planners, and accountants through effective communication.
  • Prepare federal and state estate tax returns and fiduciary accountings with precision.
  • Coordinate the distribution of estate assets and trust funding.

Requirements:

  • Minimum 5 years of experience in a similar role.
  • College degree and/or paralegal certificate required.
  • Excellent communication and mathematical skills are essential.
  • Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word is a plus.


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