Paralegal – Trust & Estates

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Seeking an experienced Trust & Estates Paralegal to join a growing boutique law and wealth advisory practice serving high-net-worth individuals, business owners, executives, and multi-generational families. This role offers the opportunity to work closely with the managing attorney in a highly personalized, client-focused environment where estate planning, wealth preservation, asset protection, and tax strategy intersect.

Responsibilities:

• Draft and prepare estate planning documents, including Wills, Trusts, Powers of Attorney, Healthcare Directives, and related documents
• Assist with trust funding and asset transfer coordination
• Manage probate and estate administration matters from inception through closing
• Prepare and file Surrogate Court documents and related probate filings
• Coordinate with clients, financial advisors, accountants, and other professional advisors
• Gather and organize financial, tax, and asset information for estate and trust matters
• Maintain estate administration calendars and deadlines
• Assist with preparation of estate and trust accountings
• Support tax-related estate planning initiatives and wealth preservation strategies
• Maintain accurate client files and case management systems
• Communicate directly with clients regarding document collection, status updates, and next steps

Qualifications:

• 1+ years of Trust & Estates Paralegal experience
• Strong experience with estate planning and probate administration
• Knowledge of New Jersey probate procedures and Surrogate Court filings
• Experience preparing estate planning documents and trust administration materials
• Ability to manage multiple matters independently with minimal supervision
• Exceptional organizational and communication skills
• Proficiency with Microsoft Office and legal document management systems
• Experience working with high-net-worth clients preferred
• Familiarity with estate, trust, and gift tax concepts is a plus

What We Are Looking For:

• Professional and client-focused demeanor
• High attention to detail and accuracy
• Ability to work independently in a boutique practice environment
• Strong judgment and discretion when handling confidential client matters
• Team-oriented mindset with a commitment to providing exceptional client service

Benefits & Compensation:

• Competitive compensation depnding on experience
• Generous PTO and paid holidays
• Join a rapidly growing firm with significant career advancement opportunities
• Work directly with high-net-worth clients and complex estate planning matters
• Opportunity to grow alongside an expanding and highly respected practice
• Collaborative, entrepreneurial culture with meaningful impact and visibility

JOB ID: 176993

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Casey Conger

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