Trust & Estates Paralegal
Trust & Estates Paralegal
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Job Description
Trust & Estates Paralegal
About the Role:
A leading law firm is seeking a Trust & Estates Paralegal to join its Newark NJ office. This is an excellent opportunity for an experienced professional who wants to play a key role in estate planning and administration while working in a supportive and collaborative environment.
Compensation: $50000 $110000 annually (based on experience)
Why Join this firm
- Impactful Work: Be directly involved in meaningful estate planning and administration helping families and individuals navigate important life decisions.
- Professional Growth: Work alongside highly experienced attorneys gaining exposure to both complex estate matters and litigation support.
- Supportive Team Culture: Collaborate in a friendly professional environment where your contributions are valued.
- Comprehensive Benefits & Work-Life Balance: Access firm-paid insurance medical coverage with HSA contributions retirement planning generous PTO parental leave and unique programs like backup child/elder care pet care and employee wellness resources.
- Competitive Compensation: Attractive salary range with recognition for your experience and skills.
Key Responsibilities:
Estate Planning Support:
- Draft wills trusts powers of attorney and advance medical directives for attorney review
- Assist with updates to beneficiary designations
- Organize and maintain paper/electronic planning files
- Prepare U.S. Gift Tax Return (Form 709) for attorney review
- Maintain gift tax return records
Estate Administration Support:
- Monitor estate deadlines and prepare probate/administration documents
- Work with clients to gather probate information and coordinate with courts
- Arrange appraisals of real estate and personal property
- Use EstateVal (EVP) software for securities valuation
- Prepare for attorney review:
- Federal Estate Tax Return (Form 706)
- Federal Form 8971
- State Estate & Inheritance Tax Returns (NJ NY)
- Assist with funding of marital/non-marital trusts and asset transfers
- Support litigated estate matters by preparing petitions court filings and judicial accountings
General Paralegal Support:
- Coordinate with attorneys clients vendors and advisors
- Prepare correspondence reports and research materials
- Organize and track case files proofread documents and maintain attorney calendars
- Support attorneys during client meetings and document execution
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Qualifications:
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Bachelors degree or certificate in paralegal studies (required)
- Previous experience in estate planning/administration (preferred)
- NJ Notary Public (preferred); NY Notary Public (a plus)
- Strong communication organizational and teamwork skills
Benefits (for Full-Time Employees):
- Firm-Paid: Life insurance AD&D short-term and long-term disability
- Health & Wellness: Medical/prescription coverage HSA with firm contribution voluntary dental/vision supplemental plans
- Retirement: 401(k) with pre-tax Roth and after-tax options
- Time Off: PTO holidays parental leave and work-life balance support
- Additional Perks: EAP services backup child/elder care pet care support academic tutoring 529 college savings plan employee discount
Employment Type
Full-time
