Trust and Estates Paralegal

Fawkes Idm - Hackensack, NJ

Full-time

Hackensack, NJ

About the position

The Trust and Estates Paralegal will be responsible for managing all aspects of estate and trust administration within a law firm setting. This role involves extensive client interaction and collaboration with financial planners and accountants, as well as the preparation of necessary tax returns and fiduciary accountings.

Responsibilities

• Handle all phases of estate and trust administration, including probate.
• Communicate extensively with clients, financial planners, and accountants.
• Prepare federal and state estate tax returns and fiduciary accountings.
• Distribute estate assets and fund trusts.

Requirements

• 5+ years of experience in a similar type role.
• College degree and/or paralegal certificate required.
• Superior communication skills.
• Strong mathematical skills.
• Strong working knowledge of estate tax software (ONESOURCE/Fast Tax).
• Familiarity with HotDocs and Microsoft Word is a plus.