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Paralegal - Trusts and Estates Administration

The Rockridge Group
Hackensack, NJ Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

Title : Trusts & Estates Administration Paralegal

Location : Remote

Trusts & Estates Administration Paralegal - New Jersey, New York or Florida Office :

Seeking a Trust and Estate Administration Paralegal with 5 plus years’ experience to join our New Jersey, New York or Florida Offices.

Responsibilities :

  • Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus),
  • Extensive communication with clients, financial planners and accountants,
  • Preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, etc.

Requirements :

  • Superior communication and mathematical skills are a must.
  • Strong working knowledge of estate tax software (ONESOURCE / Fast Tax), HotDocs and Microsoft Word a plus.
  • Highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
  • College degree and / or paralegal certificate preferred.
  • JD / paralegal candidate will be considered as well
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