PeopleShare is currently hiring for a highly motivated and detail-oriented Trust and Estate Paralegal to join a top firm in the Princeton, Nj area!
Job Details for Trust & Estates Paralegal:
- Schedule: Monday - Friday, Normal business hours
- Pay Rate: $90k-$100k salary depending on experience
- Direct Hire:PTO,401k, Dental, Vision!
Job Responsibilities & Description for Trust & Estates Paralegal:
- Estate Planning Support: Assist with estate planning processes, including asset valuation, beneficiary designations, and tax planning strategies.
- Probate Administration: Facilitate the probate process by preparing and filing court documents, communicating with beneficiaries and heirs, maintaining accurate records, preparing estate accountings, and coordinating asset distribution.
- Trust Administration: Manage trust administration tasks, including funding trusts, tracking distributions, maintaining accurate records, and preparing trust accountings.
- Legal Research: Conduct legal research on trust and estate matters, staying current on relevant laws, regulations, and case law to support attorneys in case preparation and strategy.
- Meet with attorneys and other professionals to discuss assigned cases or projects.
- Serve as liaison between firm, clients, advisors, and beneficiaries.
- Prepare federal and state individual and fiduciary income tax returns, gift tax returns, and estate and inheritance tax returns.
- Develop and maintain records regarding billable hours spent on specific matters.
- Maintain and organize matter files, documents, and correspondence.
- Monitor and track estate and trust administration developments and ensure timely updates to attorneys and clients.
- Work as a team with other law firm support personnel to ensure all tasks and assignments have been completed.
Job Requirements for Trust & Estates Paralegal:
- Bachelor's degree or equivalent relevant work experience; Paralegal certificate a plus.
- 5-8 years of experience in trusts & estates with a law firm, accounting firm, or bank trust departments.
- Previous experience in PA and NJ trust & estates administration.
- Previous experience in probate process and preparing , state, and federal fiduciary income and death tax returns.
- Proficiency with Windows-based software and Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook.
- Proficiency with document management systems, preferably iManage.