Private Client Litigation Paralegal

About the role

BRESSLER AMERY & ROSS, P.C. is searching for a Paralegal to join our Private Client Litigation team in our Florham Park office. The role supports experienced lawyers in trust and estate litigation, estate administration, corporate divorce/partnership litigation, and disputes involving private individuals and wealth transfers.

Responsibilities

• Establish close rapport with clients, fiduciaries, beneficiaries, and family members to foster positive and cooperative working relationships in both contested and non-contested matters
• Aid attorneys, as needed, with drafting litigation and non-litigation documents, including pleadings, certifications, motions, discovery responses, settlement agreements, fiduciary documents, and correspondence
• Collect, analyze, and organize financial and legal records, including tax returns, trust agreements, wills, deeds, account statements, stock powers, business records, medical records, and financial statements in connection with estate, trust, guardianship, fiduciary, and related disputes
• Aid with fact development, document management, and chronology creation for contested probate, trust, fiduciary, undue influence, capacity, financial exploitation, accounting, and related private client matters
• Draft documents necessary to qualify fiduciaries, including executors, administrators, trustees, and guardians, and support attorneys in fiduciary administration matters that arise during litigation
• Cook up, review, and organize materials necessary for estate, inheritance, gift, fiduciary income, and related tax filings, audits, and valuation disputes
• Prepare and organize exhibits, discovery materials, subpoenas, deposition summaries, privilege logs, and trial or arbitration binders
• Coordinate with forensic accountants, valuation professionals, tax advisors, medical professionals, and other experts in connection with litigation and administration matters
• Aid with fiduciary accountings, settlement agreements, receipts and releases, and implementation of settlement terms, including trust funding and distributions
• Support attorneys in mediation, settlement negotiations, and trial preparation, including hearing and court filings, calendaring, and case management
• Cook up, analyze, and organize due diligence materials in preparation for filings and case strategy
• Maintain organized case files and manage deadlines across multiple active matters in a fast-paced private client litigation practice
• Perform special projects and duties, as assigned

Requirements

• 3-5 years of litigation experience preferred; background in Trust & Estates is a must
• Excellent written and oral communication skills
• Strong analytical skills
• Familiarity with document management systems is desirable
• Highly proficient in MS Office Suite

Qualifications

• High school diploma or equivalent
• Paralegal certification preferred

Skills

• Knowledge of trust and estate law
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Attention to detail
• Ability to handle confidential information with discretion

Benefits

The firm offers a competitive benefits package which includes:

• Health insurance
• Retirement savings plan
• Flexible work schedule
• Professional development opportunities
• Employee assistance program

Pay

$70,000 to $90,000 per year. The salary range does not guarantee, obligate, nor set expectations of an applicant’s salary in the event of hire. Actual compensation will depend upon a number of factors, including but not limited to, the candidate’s years of experience, qualifications and skill set.