Paralegal Trust & Estates

Job Summary To Apply for this Job Click Here 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 #post Casey Conger To Apply for this Job Click Here Apply Now Share This Job Share on Email Share on Linkedin Share on Facebook 𝕏 Share on X Share on Email