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We are seeking an experienced Trusts & Estates Paralegal to support attorneys with estate planning, trust administration, and probate matters. The ideal candidate will have a solid background in trust funding, estate tax filings, and client case management.

Key Responsibilities

Draft and file probate pleadings and estate planning documents

Prepare Gift (709), Estate (706), and Fiduciary Income (1041) Tax Returns

Maintain trust financial records; reconcile broker statements and perform trust accounting

Administer revocable and irrevocable trusts, pre- and post-death

Work closely with clients, advisors, and internal teams

Manage client files, databases, and electronic case folders

Ensure timely, high-quality work product and meet billable-hour requirements

Qualifications

5+ years of Trusts & Estates experience preferred

Bachelor's or ABA-approved Paralegal Certificate preferred

Strong communication, organizational, and time-management skills

Proficiency in Microsoft Office; experience with GEMS, BNA, ProSystems, or EVP a plus

Ability to work independently and in a fast-paced, collaborative environment

Corporate and/or real-estate experience a plus

Firm offers:

Competitive compensation and a comprehensive benefit package including medical, dental, vision, 401K, and much more

*only qualified candidates will be contacted*

L09065-SGG_1755711391 To Apply for this Job Click Here