Senior Estates & Trusts Paralegal

The ideal candidate will bring extensive experience in estate and fiduciary administration, tax return preparation, and probate management, along with the ability to work independently while contributing to a collaborative and team-oriented environment.

• Provide comprehensive paralegal support to attorneys within a busy Estates & Trusts practice
• Oversee probate and estate administration matters from inception through final distribution and closing
• Prepare and file estate, gift, fiduciary income, and related state tax returns
• Draft, review, and maintain estate planning and estate administration documents
• Communicate professionally with clients, accountants, financial advisors, and financial institutions
• Organize and maintain detailed estate, probate, and client files with a high level of accuracy
• Utilize estate administration and tax software for reporting, filings, and case management
• Track deadlines and ensure timely completion of all filings and administrative requirements
• Collaborate effectively with attorneys and support staff in a close-knit legal environment
• Maintain the highest standards of confidentiality, professionalism, and attention to detail