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A well-established law firm is seeking a skilled and experienced Trusts & Estates Paralegal to join its team. The ideal candidate will have a strong background in estate planning and administration, a high level of professionalism, and a commitment to delivering exceptional client service. This is a great opportunity for a motivated professional looking for a long-term position with opportunities for growth and meaningful work.

Key Responsibilities:

Assist attorneys and senior paralegals with estate planning and administration matters

Prepare and assist with Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns

Manage trust financial records, including trust accounting, reconciliations, and audits

Handle preparation of payables, bank deposits, and reconcile financial statements and tax documents (e.g., 1099s, K-1s)

Administer revocable and irrevocable trusts (both during life and after death)

Draft probate pleadings and support probate administration

Maintain communication with clients, financial institutions, and advisors

Meet annual billable hour requirements (1,500 hours)

Organize and maintain electronic and physical files

Perform legal and internet research as needed

Ensure work product accuracy and adhere to deadlines

Maintain confidentiality and professionalism in all client and team interactions

Qualifications:

Minimum 5 years of experience in Trusts & Estates preferred

Associate degree required; Bachelor's degree or Paralegal Certificate from ABA-approved program preferred (or equivalent relevant experience)

Strong written and verbal communication skills

Excellent organizational skills with attention to detail

Ability to manage multiple priorities and meet deadlines

Comfortable working both independently and as part of a team

Proficiency in Microsoft Office Suite required

Experience with tax and accounting software (e.g., GEMS, BNA, ProSystems, EVP) strongly preferred

Experience in corporate or real estate law is a plus

Familiarity with legal document databases and electronic case management systems

This is an excellent opportunity for a detail-oriented and dedicated paralegal to work on sophisticated estate matters and collaborate with a team of experienced legal professionals.

L01923 - AXS_1752178204 To Apply for this Job Click Here