Trust & Estates Paralegal

Overview

• Support estate and trust administration processes by preparing essential documents and ensuring compliance with legal requirements.
• Collaborate with attorneys to interpret wills and trust agreements, implementing plans during administration.
• Conduct asset identification, valuation, and preparation of probate and accounting documents.
• Prepare federal and state estate tax returns with accuracy and attention to detail.
• Utilize reference materials and perform basic legal research to support case requirements.
• Leverage technology and software tools to enhance efficiency in document management and tax preparation.
• Work in a hybrid environment with opportunities to collaborate both onsite and remotely.
• Contribute to a dynamic legal team, ensuring confidentiality and professionalism at all times.

Key Responsibilities & Duties

• Prepare and review probate and accounting documents for estates and trusts.
• Assist in the preparation of federal and state estate tax returns.
• Conduct asset identification, valuation, and documentation for estate administration.
• Collaborate with attorneys to interpret and implement estate and trust plans.
• Perform basic legal research using reference materials and online resources.
• Utilize document management and tax preparation software for efficient workflow.
• Maintain client confidentiality and uphold professional standards in all interactions.
• Support the legal team in achieving compliance with court and regulatory procedures.

Job Requirements

• Bachelor's degree and paralegal certification or equivalent education.
• Minimum of 4 years of experience, with 5 years preferred.
• Proficiency in Microsoft Office Suite, PDF software, and document management tools.
• Experience with tax preparation and accounting software such as FastTax or ProSystems.
• Ability to learn and adapt to advanced software programs and new technologies.
• Strong understanding of business relationships and client confidentiality principles.
• Excellent organizational and communication skills to manage complex legal processes.
• Commitment to professional development and continuous learning opportunities.