Paralegal – Estate Planning & Administration

80,

Join a collaborative team where you’ll support meaningful estate planning and administration work. This role offers variety—from drafting documents and preparing tax filings to client interaction and court coordination—making it ideal for a detail-oriented paralegal looking to grow in a rewarding legal practice.

• Draft wills, trusts, powers of attorney, and healthcare directives for attorney review
• Update beneficiary designations and organize client files
• Track and prepare U.S. Gift Tax Returns (Form 709) and related exhibits
• Monitor deadlines and gather information from clients
• Prepare and file probate documents; coordinate with courts
• Assist with valuation of assets, use Estate Val (EVP) for securities
• Prepare accountings, waivers, and trust funding documents
• Respond to tax authorities and coordinate asset transfers

• Communicate professionally with clients and attorneys
• Conduct legal and records research, draft correspondence
• Proofread documents and maintain organized case files

• Bachelor’s degree or paralegal certificate required
• NJ & NY Notary Public preferred

To be considered for this opening, please apply to

Please add me on Linked In!