Paralegal - Trust and Estates

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.