Trust & Estate Administration Paralegal

Key Responsibilities

• Handle all phases of estate and trust administration, including probate proceedings.
• Communicate extensively with clients, financial planners, accountants, and other relevant parties.
• Prepare federal estate tax returns and fiduciary accountings.
• Assist with the distribution of estate assets and trust funding.
• Handle deed preparation and related real estate documentation.
• Assist with various administrative and legal matters related to estate and trust administration.
• Maintain accurate records and documentation while managing multiple matters and deadlines.
• Work collaboratively with attorneys and other members of the Trusts & Estates team.

Required Qualifications

• 3–4 years of experience in trust and estate administration or a closely related area.
• Strong knowledge of estate and trust administration procedures, including probate.
• Excellent written and verbal communication skills.
• Strong mathematical and analytical skills.
• Highly organized with the ability to prioritize and manage multiple matters effectively.
• Ability to work independently while functioning effectively as part of a team.
• College degree and/or paralegal certificate required.
• JD/paralegal candidates will also be considered.

Preferred Qualifications

• Working knowledge of ONESOURCE/Fast Tax or other estate tax software.
• Experience with HotDocs.
• Strong proficiency with Microsoft Word.
• Experience preparing federal estate tax returns and fiduciary accountings.