Overview
Paralegal – Trusts & Estates Jobs in Brielle, NJ at Cruitin
Full Job Description
Title: Paralegal – Trusts & Estates
Location : Brielle, NJ
Compensation: $55,00-$69,000
Benefits : 2+ weeks PTO, holidays, 401k, Medical, and more
Requirements :
Associate’s or Bachelor’s degree in Paralegal Studies or related field
2-4 years of experience as a Paralegal in Trusts & Estates law
Proficiency in probate filings and procedures
Strong skills in drafting legal documents related to estate planning and trust administration
Knowledge of Trusts & Estates terminology and concepts
Familiarity with state and federal laws governing estates, trusts, and probate matters
About Us
Part of our law firm specializes in Trusts & Estates law, providing comprehensive legal services to individuals and families in estate planning, probate administration, and trust management. We are seeking a skilled and experienced Paralegal to join our dynamic team and contribute to our continued success in serving our clients.
Position Overview
We are looking for a dedicated and detail-oriented Paralegal to support our Trusts & Estates practice. The ideal candidate will have 2-4 years of experience in Trusts & Estates law, with a strong background in probate filings and drafting legal documents. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple projects simultaneously while maintaining a high level of accuracy and efficiency.
Key Responsibilities
Assist attorneys in all aspects of estate planning, trust administration, and probate matters
Prepare and file probate documents, including petitions, inventories, accountings, and tax returns
Draft legal documents such as wills, trusts, powers of attorney, and healthcare directives
Conduct legal research and analyze statutes, regulations, and case law relevant to Trusts & Estates matters
Manage client communications and maintain client files, ensuring all information is up-to-date and accurately recorded
Coordinate with financial institutions, government agencies, and other relevant parties to gather necessary information and documentation
Assist in the preparation of estate and gift tax returns
Manage deadlines and calendar important dates related to probate proceedings and trust administration
Prepare correspondence to clients, beneficiaries, and other involved parties
Organize and maintain digital and physical client files, ensuring compliance with firm policies and legal requirements
Assist in client meetings and provide support during the estate planning process
Perform asset valuations and prepare asset inventories for estates and trusts
Coordinate with other departments within the firm to ensure smooth case management
Stay current with changes in Trusts & Estates law and update firm templates and procedures accordingly
Mentor and train junior paralegals and support staff as needed
Title: Paralegal – Trusts & Estates
Company: Cruitin
Location: Brielle, NJ
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