JOB DESCRIPTION

We are seeking an experienced and highly motivated Trust and Estate Administration Paralegal to join our growing practice. The ideal candidate will have extensive experience managing all phases of estate and trust administration and will work closely with attorneys, clients, financial planners, and accountants to ensure efficient and accurate administration.

 

Key Responsibilities:

• Handle all phases of estate and trust administration from inception through final distribution


• Manage probate matters; knowledge of New Jersey, New York, and Florida probate procedures is a plus


• Prepare federal and state estate tax returns and fiduciary accountings


• Coordinate and communicate extensively with clients, financial planners, accountants, and other professionals


• Oversee distribution of estate assets and trust funding


• Prepare and record deeds and...