Paralegal - Trust and Estates

Paralegal - Trust and Estates – New Providence, NJ

Join a respected legal services firm specializing in comprehensive estate planning for high-net-worth individuals and families. This is an opportunity to work alongside experienced attorneys on complex, multi-generational planning matters, directly impacting clients’ legacies while advancing your legal career in a collaborative, client-focused environment.

Paralegal - Trust and Estates Benefits & Compensation

• Competitive base salary (commensurate with experience).
• Comprehensive health, dental, and vision coverage.
• Paid time off and holidays.
• Professional development and mentorship opportunities.
• Supportive, team-oriented workplace focused on high-quality client service.

Paralegal - Trust and Estates Requirements & Qualifications

• 4+ years of paralegal experience, ideally in estate planning, trust administration, or a related field.
• Strong working knowledge of estate planning processes, trust structures, and relevant tax considerations.
• Demonstrated experience drafting complex estate planning documents.
• Proficiency with legal software such as Clio, HotDocs, or related systems, and Microsoft Office Suite.
• Excellent organizational skills and attention to detail.
• Outstanding written and verbal communication skills, with a client-first approach.

Paralegal - Trust and Estates Preferred Background & Skills

• Experience supporting high-net-worth or complex client matters.
• Prior training or oversight of junior paralegals.
• Ability to coordinate with attorneys, financial advisors, and accountants.

Paralegal - Trust and Estates Day-to-Day Responsibilities

• Draft and review sophisticated estate planning documents, such as wills, trusts, partnerships, and foundations.
• Support attorneys in developing and executing advanced estate planning strategies.
• Conduct research on estate, gift, and generation-skipping transfer tax laws to inform recommendations.
• Serve as a client-facing point of contact, providing updates and addressing questions.
• Maintain and organize detailed case files, track deadlines, and ensure compliance.
• Coordinate execution and proper filing of estate planning documents.
• Support trust funding and estate administration processes, including asset transfers and beneficiary coordination.

If you are a detail-oriented legal professional passionate about estate planning and client service, this is a prime opportunity to join a collaborative practice where your expertise is valued.