Trust & Estate Paralegal

About the role

A well-established law firm with more than a century of history, known primarily for its deep finance practice, but home to a respected Trust & Estate group with over 70 years of experience advising individuals and families on estate, probate, and trust matters. The firm's T&E team handles sophisticated, multi-generational wealth planning - including business succession, charitable and estate planning, trust administration, and related tax matters - for a high-caliber client base. Join a well-regarded, established Trust & Estate practice with real depth and longevity; work alongside experienced attorneys, including nationally recognized trust and estate practitioners; exposure to sophisticated, high-net-worth estate planning and administration matters; stable, established firm with a long track record; competitive compensation and comprehensive benefits; collaborative, team-oriented culture.

Responsibilities

• Provide comprehensive support to attorneys in all aspects of Trust and Estate administration.
• Prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc.
• Assist with the preparation of federal estate tax returns and estate accountings.
• Manage communication with clients, courts, and other professionals.
• Draft legal documents such as wills, trusts, estate plans, and probate applications.
• Assist with asset valuations and the distribution of assets.
• Conduct legal research and compile data as requested by attorneys.
• Maintain an organized and up-to-date case management system.
• Coordinate and manage deadlines, appointments, and schedules.
• Ensure all legal documents and processes are compliant with state laws and regulations.

Qualifications

• A minimum of 5+ years of experience as a Trust & Estate Paralegal.
• Paralegal certification or equivalent is required.
• Extensive knowledge of Trusts and Estates, and Probate Law.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Exceptional written and verbal communication skills.
• Detail-oriented with strong organizational and time management skills.
• Experience in drafting legal documents related to trusts, estates, and probate law.
• Ability to work independently and collaboratively in a fast-paced, high-pressure environment.
• Strong research skills and the ability to interpret legal documents.
• High degree of professional ethics and integrity.

Pay

Salary: $80,000 - $100,000 per year