Job Title: Trust and Estate Paralegal

Location: Hackensack NJ OR New York, NY OR Boca Raton FL

Salary/Payrate: $125K-$150K annually AWESOME benefits!!!

Work Environment:  Hybrid (2 days WFH)

Term: Permanent / Fulltime

Bachelor’s degree required:  No

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION

Trust and Estate Administration Paralegal

Our client is seeking an experienced Trust and Estate Administration Paralegal with 5+ years of experience to join their New Jersey, New York, or Boca Raton offices.

The ideal candidate will have comprehensive experience handling all phases of estate and trust administration, including probate matters. Familiarity with New Jersey, New York, and Florida probate procedures is strongly preferred.

Responsibilities include:

• Managing all aspects of estate and trust administration from inception through closing
• Preparing and filing probate documents
• Maintaining extensive communication with clients, financial planners, and accountants
• Assisting with the preparation of federal and state estate tax returns and fiduciary accountings
• Coordinating asset distributions and trust funding
• Preparing and recording deeds and related documentation

Qualifications:

• Superior written and verbal communication skills
• Strong mathematical aptitude and attention to detail
• Highly organized with the ability to prioritize and manage multiple matters
• Collaborative team player with a proactive work ethic
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax preferred), HotDocs, and Microsoft Word

A college degree and/or paralegal certificate is preferred.