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Trust & Estates Paralegal

2 months ago

Roseland, United States Robert Half Full time
Job DescriptionJob Description

**HYBRID OPPORTUNITY IN ESSEX COUNTY, NJ**


Our client, an esteemed full-service, mid-sized law firm, is seeking a meticulous, diligent, and experienced Trust & Estates Paralegal to join its growing practice. Candidates must have the ability to manage the estate administration process from beginning to end for multiple estates. Additionally, candidates must be able to work independently, be highly organized, detail-oriented and maintain a strong work ethic. Competitive Salary + Amazing Benefits If you meet the below requirements, please apply today


Responsibilities:

  • Managing case files, master spreadsheets, and tracking deadlines.
  • Preparing correspondence, probate documents, notices, inventories, deeds, release documents, claim and asset transfer forms and all other documents routinely prepared in connection with the estate administration process.
  • Meet and communicate with clients and their advisors.
  • Collaborating with attorneys and other paralegals during all states of estate settlement and trust administration.
  • Preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to client’s concerns and needs.



Requirements:

  • 3-7 years of T& E experience.
  • Must have knowledge of and experience with the probate process in Surrogate’s Courts in NJ and NY.
  • Must have knowledge and experience with Thomson Reuters OneSource program (or compatible program) and the ability to prepare and assemble federal and state estate tax returns with supporting documentation.