What are the responsibilities and job description for the Trust & Estates Administration Paralegal position at SourcePro Search?
Trust & Estates Administration Paralegal
Location : New Jersey, New York, or Florida Office
Salary Range : $76,500 - $162,500 (commensurate with experience)
Join our team as a Trust and Estate Administration Paralegal , where you’ll bring your expertise to all phases of estate and trust administration. We are seeking professionals with 5 years of experience to contribute to our New Jersey, New York, or Florida offices.
What You’ll Do :
- Handle all phases of estate and trust administration, including probate across multiple jurisdictions (NJ, NY, and FL experience preferred).
- Communicate extensively with clients, financial planners, and accountants.
- Prepare federal and state estate tax returns and fiduciary accountings.
- Manage the distribution of estate assets and trust funding.
- Draft deeds and conduct related deed work.
- Utilize estate tax software (ONESOURCE / Fast Tax), HotDocs, and Microsoft Word for documentation and compliance tasks.
- Maintain superior organizational and communication standards to deliver exceptional service.
What You’ll Bring :
Strong mathematical and communication abilities.
Why Join Us?
Learn More and Apply Today!
Shape the future of estate administration with us.
Salary : $76,500 - $162,500
