To Apply for this Job Click Here Trust & Estates ParalegalOverview

A well-established law firm is seeking a Trust & Estates Paralegal to support a busy private wealth practice. This role partners closely with attorneys, trustees, and external advisors to manage trust and estate administration, tax-related filings, and fiduciary compliance. The position offers meaningful responsibility, direct attorney interaction, and exposure to sophisticated trust and estate matters.

The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment with evolving priorities.

Key Responsibilities

Administer trust and estate accounts, including bookkeeping, distributions, and record-keeping

Prepare and review annual trust account statements and related financial reports

Assist with estate, gift, and fiduciary income tax filings, including coordination with accountants and advisors

Manage probate and surrogate's court filings and related submissions

Compile documentation for gifts to trusts and beneficiary distributions

Draft trust agreements and related estate planning documents

Monitor investment statements and analyze monthly trust activity

Create and manage budgets forecasting trust income, expenses, and distributions

Process trust-related payments, including checks and authorization letters

Support trustee and executor compliance with fiduciary obligations

Maintain regular communication with trustees, grantors, beneficiaries, and advisors

Provide general administrative and paralegal support to the Trust & Estates practice

Skills & Experience

3+ years of experience in Trust & Estates, Private Wealth, or fiduciary administration

Experience with trust accounting, distributions, and financial reporting

Exposure to estate and gift tax matters and fiduciary income tax filings

Familiarity with probate and trust-related court filings

Proficiency with Excel and accounting or trust administration software

Experience with UltraTax or similar tax software is a plus

Strong organizational skills with the ability to manage multiple deadlines

Excellent written and verbal communication skills

Ability to work independently while collaborating with a small, close-knit team

Additional Details

Billable requirement: approximately 1,500 hours annually

Schedule: hybrid; 4 days in-office

Environment: small local team with support from a broader national practice

Compensation: competitive, commensurate with experience

1444818_1769704254 To Apply for this Job Click Here