Senior Estates & Trusts Paralegal

This is an excellent opportunity for a seasoned professional with at least seven years of Estates & Trusts experience who values substantive responsibility, professional collaboration, and the opportunity to manage matters with a high degree of autonomy. Working closely with two attorneys in a practice dedicated exclusively to Estates & Trusts, the successful candidate will play an integral role in estate planning, probate, estate administration, and related tax matters.

• Manage probate and estate administration matters from initial filing through final settlement and closing.
• Prepare and file federal and state estate, gift, and fiduciary income tax returns.
• Draft, review, and organize estate planning and estate administration documents.
• Coordinate with clients, accountants, financial institutions, and other professional advisors to facilitate the efficient administration of estates and trusts.
• Maintain comprehensive, accurate, and well-organized client, probate, and estate records.
• Utilize estate administration and tax software to prepare filings, maintain records, and support reporting requirements.
• Partner closely with attorneys and administrative colleagues to ensure deadlines are met and matters are handled with precision and professionalism.
• Exercise sound judgment and maintain the highest standards of confidentiality when handling sensitive financial and personal information.