Trusts and Estates Administration Paralegal

2 weeks ago


Hackensack, New Jersey, United States The Rockridge Group Full time
Job Title: Trusts & Estates Administration Paralegal

Location: Remote or New Jersey, New York, or Florida Office

The Rockridge Group is seeking a highly skilled Trust and Estate Administration Paralegal to join our team. As a key member of our team, you will be responsible for handling all phases of estate and trust administration, including probate, communication with clients, financial planners, and accountants, preparation of federal and state estate tax returns, and distribution of estate assets and trust funding.

Responsibilities:
  • Administer estates and trusts, including probate and fiduciary accountings
  • Communicate with clients, financial planners, and accountants to ensure timely and accurate completion of tasks
  • Prepare federal and state estate tax returns and other required documents
  • Distribute estate assets and trust funding in accordance with client instructions
Requirements:
  • Superior communication and mathematical skills
  • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax) and HotDocs
  • Highly organized and able to prioritize tasks
  • Excellent written and verbal skills
  • College degree and/or paralegal certificate preferred


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