MBC Talent Connections
Paralegal - Trust & Estates Administration
MBC Talent Connections, Hackensack, New Jersey, us, 07601
Trust and Estate Administration Paralegal
Locations: Hackensack, NJ | New York, NY | Miami, FL (Hybrid Schedule 2-3 Days in Office as Needed)
About the Role Our firm is seeking an experienced
Trust and Estate Administration Paralegal
with
5+ years of experience
to join our team in New Jersey, New York, or Florida.
The successful candidate will handle all phases of estate and trust administration while working closely with attorneys, clients, financial planners, and accountants.
Key Responsibilities
Manage all aspects of estate and trust administration, including probate.
Prepare federal and state estate tax returns and fiduciary accountings.
Coordinate communication with clients, advisors, and other professionals.
Oversee the distribution of estate assets and trust funding.
Draft and file deeds and other legal documents.
Ensure compliance with probate procedures (knowledge of NJ, NY, and FL probate preferred).
Qualifications
Minimum of
5 years of experience
in trust and estate administration.
Strong organizational and prioritization skills with meticulous attention to detail.
Excellent written, verbal, and mathematical skills.
Proficiency in
ONESOURCE/Fast Tax ,
HotDocs , and
Microsoft Word
preferred.
College degree and/or
Paralegal Certificate
required; JD/paralegal hybrid candidates will also be considered.
Compensation & Benefits
Competitive salary
( $76,500- $162,000, commensurate with experience)
Comprehensive benefits package
Hybrid work schedule (2-3 days in office as needed)
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Locations: Hackensack, NJ | New York, NY | Miami, FL (Hybrid Schedule 2-3 Days in Office as Needed)
About the Role Our firm is seeking an experienced
Trust and Estate Administration Paralegal
with
5+ years of experience
to join our team in New Jersey, New York, or Florida.
The successful candidate will handle all phases of estate and trust administration while working closely with attorneys, clients, financial planners, and accountants.
Key Responsibilities
Manage all aspects of estate and trust administration, including probate.
Prepare federal and state estate tax returns and fiduciary accountings.
Coordinate communication with clients, advisors, and other professionals.
Oversee the distribution of estate assets and trust funding.
Draft and file deeds and other legal documents.
Ensure compliance with probate procedures (knowledge of NJ, NY, and FL probate preferred).
Qualifications
Minimum of
5 years of experience
in trust and estate administration.
Strong organizational and prioritization skills with meticulous attention to detail.
Excellent written, verbal, and mathematical skills.
Proficiency in
ONESOURCE/Fast Tax ,
HotDocs , and
Microsoft Word
preferred.
College degree and/or
Paralegal Certificate
required; JD/paralegal hybrid candidates will also be considered.
Compensation & Benefits
Competitive salary
( $76,500- $162,000, commensurate with experience)
Comprehensive benefits package
Hybrid work schedule (2-3 days in office as needed)
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