7 Trust & Estates Paralegal Jobs in Princeton, NJ
PeopleShare is Hiring a Trust & Estates Paralegal Near Princeton, NJ
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!
- 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.
- 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.
Job Summary
Full Time
$79k-96k (estimate)
09/12/2024
09/30/2024
peopleshareworks.com
READING, PA
200 - 500
2005
Private
SAMUEL W LAMANNA
$50M - $200M
Business Services
Related Companies
About PeopleShare
PeopleShare is a provider of staffing, workforce and payroll solutions for IT, education, finance, marketing, law and healthcare sectors.
The following is the career advancement route for Trust & Estates Paralegal positions, which can be used as a reference in future career path planning. As a Trust & Estates Paralegal, it can be promoted into senior positions as a Paralegal IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust & Estates Paralegal. You can explore the career advancement for a Trust & Estates Paralegal below and select your interested title to get hiring information.
