Trusts & Estates Administration Paralegal

Trusts & Estates Administration Paralegal New Jersey, New York, or Florida Office SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey, New York, or Florida Offices. Responsibilities: Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus) Extensive communication with clients, financial planners, and accountants Preparation of federal and state estate tax returns and fiduciary accountings Distribution of estate assets and trust funding Deed work and other related tasks Requirements: 5+ years of experience in trust and estate administration Superior communication and mathematical skills Strong working knowledge of estate tax software (ONESOURCEFast Tax), HotDocs, and Microsoft Word Highly organized with the ability to prioritize Team player with excellent written and verbal skills College degree andor paralegal certificate preferred; JDparalegal candidate will also be considered Salary: Up to $162,500 per year, commensurate with experience We offer a competitive starting salary and a comprehensive benefits program.

Created: 2025-02-19