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Paralegal – Trust and Estates – New Providence, NJ
Join a respected legal services firm specializing in comprehensive estate planning for high-net-worth individuals and families. This is an opportunity to work alongside experienced attorneys on complex, multi-generational planning matters, directly impacting clients’ legacies while advancing your legal career in a collaborative, client-focused environment.
Paralegal – Trust and Estates Benefits & Compensation
- Competitive base salary (commensurate with experience).
- Comprehensive health, dental, and vision coverage.
- Paid time off and holidays.
- Professional development and mentorship opportunities.
- Supportive, team-oriented workplace focused on high-quality client service.
Paralegal – Trust and Estates Requirements & Qualifications
- 4+ years of paralegal experience, ideally in estate planning, trust administration, or a related field.
- Strong working knowledge of estate planning processes, trust structures, and relevant tax considerations.
- Demonstrated experience drafting complex estate planning documents.
- Proficiency with legal software such as Clio, HotDocs, or related systems, and Microsoft Office Suite.
- Excellent organizational skills and attention to detail.
- Outstanding written and verbal communication skills, with a client-first approach.
Paralegal – Trust and Estates Preferred Background & Skills
- Experience supporting high-net-worth or complex client matters.
- Prior training or oversight of junior paralegals.
- Ability to coordinate with attorneys, financial advisors, and accountants.
Paralegal – Trust and Estates Day-to-Day Responsibilities
- Draft and review sophisticated estate planning documents, such as wills, trusts, partnerships, and foundations.
- Support attorneys in developing and executing advanced estate planning strategies.
- Conduct research on estate, gift, and generation-skipping transfer tax laws to inform recommendations.
- Serve as a client-facing point of contact, providing updates and addressing questions.
- Maintain and organize detailed case files, track deadlines, and ensure compliance.
- Coordinate execution and proper filing of estate planning documents.
- Support trust funding and estate administration processes, including asset transfers and beneficiary coordination.
If you are a detail-oriented legal professional passionate about estate planning and client service, this is a prime opportunity to join a collaborative practice where your expertise is valued.
JOB ID: 173828
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Sarah Rowland-Varner