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Trust & Estates Administration Paralegal

Job in New York, New York County, New York, 10261, USA
Listing for: SourcePro Search
Full Time position
Listed on 2026-01-12
Job specializations:
  • Law/Legal
    Legal Secretary, Financial Law
  • Administrative/Clerical
    Legal Secretary
Salary/Wage Range or Industry Benchmark: 76500 - 162500 USD Yearly USD 76500.00 162500.00 YEAR
Job Description & How to Apply Below
Location: New York

Trust & Estates Administration Paralegal

Location: New Jersey, New York, or Florida Office
Salary Range: $76,500 - $162,500 (commensurate with experience)

Join our team as a Trust and Estate Administration Paralegal
, where you’ll bring your expertise to all phases of estate and trust administration. We are seeking professionals with 5+ years of experience to contribute to our New Jersey, New York, or Florida offices.

What You’ll Do:
  • Handle all phases of estate and trust administration, including probate across multiple jurisdictions (NJ, NY, and FL experience preferred).
  • Communicate extensively with clients, financial planners, and accountants.
  • Prepare federal and state estate tax returns and fiduciary accountings.
  • Manage the distribution of estate assets and trust funding.
  • Draft deeds and conduct related deed work.
  • Utilize estate tax software (ONESOURCE/Fast Tax), Hot Docs, and Microsoft Word for documentation and compliance tasks.
  • Maintain superior organizational and communication standards to deliver exceptional service.
What You’ll Bring:
  • Experience: 5+ years in estate and trust administration.
  • Skills:
    • Strong mathematical and communication abilities.
    • Proficiency in estate tax software (ONESOURCE/Fast Tax), Hot Docs, and Microsoft Word.
  • Education: College degree and/or paralegal certificate preferred. JD/paralegal candidates are also welcome to apply.
  • Attributes: Highly organized, a strong team player, and adept at prioritizing tasks.
Why Join Us?
  • Competitive salary based on experience.
  • Comprehensive benefits program.
  • Opportunity to work with a dynamic and supportive team in one of our premier locations.

Learn More and Apply Today!
Shape the future of estate administration with us.

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