Paralegal

Description

Our Global Law Firm client is seeking a full-time, Trust and Estate Paralegal! This role sits in their Princeton, NJ office and is hybrid, 3 days in, 2 days working from home. Keep reading for the details!

Trust and Estate Paralegal Responsibilities:

- Serve as a primary point of contact for clients, beneficiaries, executors, and trustees, fostering attentive and responsive communication throughout each matter.

- Assist attorneys in preparing and revising estate administration and estate planning documents, ensuring accuracy and completeness before filing or execution.

- Collect, review, and maintain financial materials such as tax returns, trust records, deeds, account statements, and related supporting documentation.

- Support the valuation of estate holdings by organizing asset information and coordinating with relevant financial professionals when needed.

- Prepare administration packets and related documents for fiduciaries, including materials required for estate and trust management.

- Manage required notices, publication steps, and other procedural filings associated with probate and estate administration matters.

- Draft and assemble post-death estate planning materials, including disclaimer documentation and other transfer-related paperwork.

- Prepare supporting schedules and documentation for estate, inheritance, gift, and fiduciary tax filings, audits, accountings, distributions, and asset transfers.

Requirements

Trust and Estate Paralegal Requirements:

- At least 5 years of paralegal experience, with a strong background in estate planning, probate, or trust and estate administration.

- Demonstrated ability to organize large volumes of legal and financial information with a high level of accuracy and attention to detail.

- Strong written and verbal communication skills, with the ability to work effectively with attorneys, clients, and external professionals.

- Proven ability to manage multiple priorities independently while also contributing collaboratively within a team environment.

- Proficiency with Excel and confidence performing financial calculations and reviewing banking, brokerage, and similar account records.

- Working knowledge of the Uniform Probate Code and core estate planning and administration requirements.

- Experience preparing or supporting fiduciary income tax returns, estate tax returns, inheritance tax returns, or gift tax filings.

- Ability to meet a billable annual target of 1,550 hours.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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