Trusts & Estates Paralegal
Wayne, New Jersey | Hybrid
A well-established, highly regarded law firm in Wayne, New Jersey is seeking an experienced Trusts & Estates Paralegal to join its growing practice.
This is an excellent opportunity for a paralegal with substantive trusts and estates experience who enjoys working closely with attorneys and clients and wants to become an important part of a busy, collegial practice. The firm has a strong existing workload and is looking for someone who can help support the continued growth of the Trusts & Estates group.
Responsibilities
- Assist attorneys with estate planning, estate administration, probate, and trust administration matters
- Prepare and organize documents related to wills, trusts, powers of attorney, healthcare directives, and other estate planning matters
- Assist with probate filings and Surrogate's Court matters
- Prepare petitions, certifications, inventories, accountings, correspondence, and related estate administration documents
- Gather, organize, and maintain information concerning estate and trust assets, beneficiaries, liabilities, and distributions
- Coordinate with clients, beneficiaries, accountants, financial advisors, banks, insurance companies, and other professionals
- Assist with obtaining asset valuations, account information, tax documents, and other supporting materials
- Track important deadlines and maintain detailed matter files
- Assist attorneys with preparation for client meetings and follow up on outstanding information and action items
- Provide a high level of client service when working with individuals and families during sensitive estate and probate matters
- Support attorneys with additional trusts and estates projects as needed
Qualifications
- Prior Trusts & Estates / Estate Planning / Probate paralegal experience strongly preferred
- Experience with New Jersey estate administration and probate procedures highly desirable
- Strong knowledge of the documentation
