Remote Paralegal for Trusts and Estates Administration

Job Overview

We are seeking an accomplished and detail-oriented Paralegal specializing in Trusts and Estates Administration to join our dedicated team in a remote capacity. This position is ideal for individuals who possess a strong organizational skill set and a genuine commitment to assisting families as they navigate the intricacies of estate and trust matters.

Key Responsibilities

• Oversee all facets of estate and trust administration, including the management of probate processes (knowledge of New Jersey, New York, and Florida probate is advantageous).
• Engage in thorough communication with clients, financial advisors, and accountants, offering compassionate and informed support.
• Prepare federal and state estate tax returns alongside fiduciary account documents.
• Facilitate the distribution of estate assets and the funding of trusts.
• Maintain precise records to ensure adherence to all legal standards and regulations.
  
  

Required Skills

• Exceptional communication and mathematical abilities are crucial.
• Proficiency in estate tax software (such as ONESOURCE/Fast Tax), HotDocs, and Microsoft Word is preferred.
• Outstanding organizational aptitude and the capability to effectively prioritize tasks.
• A collaborative mindset coupled with a passion for teamwork.
• Strong written and verbal communication skills.
  
  

Qualifications

• A college degree and/or paralegal certification is preferred, though JD/paralegal candidates will also be considered.
• A minimum of 5 years of experience in trust and estate administration.
  
  

Career Growth Opportunities

This role offers significant potential for professional development and knowledge expansion within our organization, providing a pathway for career advancement.

Company Culture And Values

We are a progressive organization committed to delivering outstanding legal services in the trusts and estates sector. Our culture emphasizes respect, collaboration, and a balanced work-life dynamic.

Compensation And Benefits

We provide a competitive compensation package that reflects your experience and includes various perks to support your professional journey.

Ready to Make a Difference?

If you are a skilled and empathetic paralegal eager to contribute to meaningful work in trusts and estates administration, we invite you to apply. Join us in our mission to provide families with peace of mind as they prepare for the future.

Employment Type: Full-Time