Trust and Estate Paralegal Jobs

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Trust & Estates Paralegal

McCarter & English, LLP is seeking a Trust & Estates Paralegal to be based in ou...

Location

United States , Newark

Salary:

50000.00 - 110000.00 USD / Year

McCarter & English

Expiration Date

Until further notice

Requirements

Bachelor’s degree or certificate in paralegal studies program required
Previous estate planning and administration experience preferred
New Jersey Notary Public preferred (New York Notary Public a plus)
Ability to interact on a friendly, knowledgeable basis with clients and outside advisors
Good communication and teamwork skills
Coordinate with vendors as needed, manage software updates with the firm’s IT department
Coordinate logistics and assist attorneys during client meetings and document executions
Maintain attorney calendars
Perform legal, factual and internet research
Perform records research

Job Responsibility

Prepare initial drafts of wills, trusts, durable powers of attorney, advance directives for medical care for attorney review
Assist in updates to beneficiary designations to coordinate with new estate planning documents
Organize paper and electronic estate planning files
Work closely with attorneys and assistants in docketing and final presentation of documents to clients
Maintain list of gift tax returns required on an ongoing basis
Prepare U.S. Gift Tax Return (Form 709) and its exhibits for attorney review
Monitor deadlines in connection with numerous estates
Work with clients to assemble information needed for probate or administration
Maintain organized paper and electronic files on a current basis
Prepare documents needed to commence the probate / administration process

What we offer

Firm-Paid: Basic life and accidental death and dismemberment (AD&D) insurance and short-term (ST) and long-term (LT) disability benefits
Health & Wellness: Comprehensive medical/prescription drug coverage (the Firm pays a share of the cost), including a high deductible health plan with an annual Firm health savings account (HSA) contribution
Employee-Paid Voluntary Benefits: Dental and vision coverage, supplemental health plans (accident, cancer and critical illness), flexible spending accounts, optional life and AD&D insurance (supplemental employee, spouse and child) and supplemental STD coverage
Retirement: 401(k) plan offering three types of contributions: pre-tax, Roth and after-tax contributions
Time Off: Paid Time Off (PTO), paid holidays, and leaves of absence to support work-life balance (e.g. parental leave)
Free and confidential employee assistance program (EAP) and behavioral health services program
Firm-paid back-up child/elder care, academic support and pet care program
Tax-advantaged college savings 529 Plan
Employee discounts through Working Advantage
Eligibility for discretionary bonus

Fulltime

Trusts and Estates Paralegal

The LA office of a national firm is seeking a new trusts and estates paralegal. ...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of transactional law experience
Tax, estate planning, wealth transfer, and/or probate administration experience
Experience drafting estate planning documents from templates
Experience preparing individual and fiduciary income tax returns, gift tax returns, and estate tax returns
Experience with GEMS, Lacerte, Lackner, Wealth Counsel, or similar programs is strongly preferred
A bachelor's degree and/or paralegal certificate are preferred, but not necessarily required

What we offer

18 PTO/sick days
Several inexpensive healthcare plans
401k with generous employer contribution

Fulltime

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

Paralegal

We are extending an opportunity to join our team as a Paralegal in McLean, Virgi...

Location

United States , McLean

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience with trust and estate administration
experience drafting wills, trusts, powers of attorney, and other estate planning documents
ability to manage the probate process, including filing necessary court documents and communicating with executors and beneficiaries
experience maintaining and organizing trust and estate files
knowledge of corporate/business transactions, including business formation tasks, preparing and filing formation documents, supporting sale of businesses or mergers, coordinating due diligence and closing processes, maintaining corporate minute books, preparing board of directors and shareholder resolutions, and managing corporate filings
proficiency in general legal and administrative support, including preparing, proofreading, and editing legal documents, correspondence, and reports
strong organizational skills and attention to legal compliance requirements.

Job Responsibility

Draft, proofread, and edit legal documents, correspondence, and reports
manage and organize trust and estate files, maintaining up-to-date information
handle the drafting of wills, trusts, powers of attorney, and other estate planning documents
oversee the probate process, including filing necessary court documents and communicating with executors and beneficiaries
assist with business formation tasks, including preparing and filing formation documents
support the sale of businesses or mergers by drafting and reviewing contracts and transactional documents
coordinate due diligence and closing process for business transactions
maintain and update corporate minute books
prepare board of directors and shareholder resolutions
manage corporate filings and ensure compliance with corporate governance requirements.

What we offer

Medical insurance
vision insurance
dental insurance
life and disability insurance
401(k) plan.

Fulltime

Paralegal

We are in the process of recruiting a skilled Paralegal to be an integral part o...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in using Case Management Software
Exceptional Communication skills
Knowledge of Tax - Trust & Estate
Experience with Revocable Trusts
Deep understanding of Trusts and Estates
Familiarity with Probate procedures
Expertise in Probate & Estate Administration
Thorough knowledge of Probate Law
Experience in handling Probate Litigation
Ability to e-File documents

Job Responsibility

Efficiently handle the process of trusts, including tasks like administration, funding, and issuing notices
Take charge of the preparation of estate planning documents and related trust funding
Manage the estate tax returns, gift tax returns, individual and fiduciary income tax returns (1041, 1065 and 706)
Oversee probate administration by handling tasks such as opening and closing estates, e-filing, preparing accountings, and managing asset transfers
Maintain efficient communication with clients and advisors
Utilize case management software for accurate and efficient work
Display an understanding of estate planning principles and trust funding procedures
Coordinate with clients' financial advisors about beneficiary designation forms
Ensure high volume priorities are managed effectively while working with others to meet deadlines

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan
Free online training
Access to top jobs and competitive compensation

Fulltime

Paralegal

We are seeking a Paralegal to join our team. This role will primarily focus on T...

Location

United States , Saint Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum 5 years of experience in a Paralegal role
Proficient in Case Management Software
Experienced in handling Billing Functions
Skilled in Calendar Management
Excellent Communication skills
Knowledge of Gift Tax and Estate Tax
Ability to prepare Estate Tax Return
Experience in managing Revocable Trusts
Expertise in Tax - Trust & Estate
Familiarity with Form 1099 and K-1

Job Responsibility

Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency
Oversee the financial records of trusts, conduct trust accounting, and audit accounts
Handle General Ledger accounts, reconcile broker statements, prepare payables, and manage bank deposits
Obtain and reconcile 1099 and K-1 statements, ensuring all financial records are up to date
Administer revocable and irrevocable trust funding and administration, both pre and post death
Oversee probate administration, including the drafting of probate pleadings
Maintain close personal contact with clients and financial advisors, ensuring excellent customer service
Develop technical proficiency in database use and management, internet/electronic research, and project folder/electronic file maintenance
Independently manage and organize files, or delegate similar tasks to Records Clerk and supervise the same
Adhere to firm policies, maintaining a detail-oriented demeanor and attitude at all times

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estate Settlement Attorney

Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estat...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal or JD candidates encouraged to apply
Minimum of 5+ years of estate settlement experience
Expertise in probate, tax legislation, and trust administration
Familiarity with estate tax return preparation and related software tools.

Job Responsibility

Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations
Generate estate tax projections and analyze planning documents for tax-related insights
Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation
Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks
Provide exceptional client service through clear communication of complex estate planning and tax concepts
Proactively address trustees’ needs, offering guidance on settlement timetables and processes
Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities
Manage multiple concurrent projects and prioritize tasks effectively
Work closely with internal teams, including fiduciary services and investment professionals
Uphold high-quality service standards while adhering to established processes.

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
Access to company 401(k) plan
Free online training.

Fulltime

Trust and Estate Paralegal

Robert Half

Location:
United States, Boston

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 25, 2025

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Trust and Estate Paralegal

Robert Half

Location:United States, Boston

Category:Legal

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 25, 2025

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Contract Type:
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Job Posted:
March 25, 2025