Trust & Estate Paralegal

Published August 13th, 2025

A well-established law firm is seeking an experienced Trusts & Estates Paralegal to join its busy and growing practice. This role will support the practice from initial intake through final accounting.

Key Responsibilities

  • Prepare, file, and track probate documents—petitions, inventories, accountings, and related court filings—ensuring compliance with all local and state requirements.

  • Manage post-death non-probate matters, including asset transfers and account retitling.

  • Draft and record deeds, certifications, and other required legal documents.

  • Review and interpret estate planning documents, including Wills and Trusts, for accuracy and compliance.

  • Prepare and organize federal and state Estate Tax, Gift Tax, and Fiduciary Income Tax returns with supporting documentation.

  • Coordinate with fiduciaries, financial advisors, court officials, creditors, and opposing counsel to move matters forward efficiently.

  • Conduct targeted legal research related to probate, trusts, and estates.

  • Maintain organized case files, calendars, and deadlines to ensure timely completion of tasks.

Qualifications

  • 3–5 years of experience in estate and trust administration (state probate experience strongly preferred).

  • Strong organizational skills, attention to detail, and ability to manage multiple matters independently.

  • Experience preparing tax returns required.

Additional Details

  • Hybrid schedule available; in-office presence required 3 days per week.

  • Occasional travel to other office locations may be required.

  • Compensation range: $80,000 – $110,000, commensurate with experience

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