Paralegal – Trust and Estates

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Paralegal, Trusts & Estates | New Providence, NJ

$85K–$110K + Bonus Potential

If you are a trusts and estates paralegal who enjoys working on complex, high-level planning, not just basic document prep, this is the kind of role that keeps you challenged and growing.

This expanding boutique practice is known for its sophisticated work with high-net-worth individuals and families. They are adding to the team due to growth, not turnover, which means you are stepping into a stable, respected environment where your skillset will be valued and your voice heard.

You will be working side-by-side with experienced attorneys on advanced estate planning strategies that directly impact clients’ legacies. This is not a back-office role. You will be deeply involved in the process, trusted with meaningful work, and given the opportunity to elevate your expertise.

Why This Role Stands Out

• You will work on complex, multi-generational estate plans, not repetitive, transactional work.
• You will have direct visibility with attorneys and clients, not be buried behind layers.
• You will be part of a collaborative, high-performing team that values precision and professionalism.
• You will continue to learn and grow through hands-on experience and mentorship.

What You Will Be Doing

• Draft and review sophisticated estate planning documents, including trusts, wills, partnerships, and advanced structures
• Partner closely with attorneys to execute complex estate planning strategies for high-net-worth clients
• Serve as a key point of contact for clients, ensuring a high-touch, responsive experience
• Coordinate with financial advisors, accountants, and appraisers as part of the planning process
• Support trust funding and estate administration, including asset transfers and beneficiary coordination
• Conduct research on estate, gift, and GST tax matters to support planning strategies
• Manage detailed case files, track deadlines, and ensure accuracy across all documentation
• Assist with execution and proper filing of critical estate planning documents

What They Are Looking For

• 4+ years of paralegal experience, ideally in trusts and estates or estate administration
• Strong drafting experience across estate planning documents
• Working knowledge of trust structures and estate and gift tax concepts
• Experience supporting high-net-worth or complex client matters is highly preferred
• Proficiency with legal software (Clio, HotDocs, or similar) and Microsoft Office
• Strong organizational skills with exceptional attention to detail
• Polished communication skills and a client-first mindset
• Ability to manage multiple priorities in a fast-paced, detail-driven environment

Compensation & Benefits

• $85,000–$110,000 base salary, depending on experience
• Performance-based bonus potential
• Comprehensive medical, dental, and vision coverage
• 401(k) with employer contribution
• Generous PTO and paid holidays
• Ongoing mentorship and professional development opportunities
• A supportive, team-oriented culture that values high-quality work and collaboration 

JOB ID: 173828

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Sarah Rowland-Varner

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