Trust & Estates Paralegal – Jersey City, NJ

Are you an experienced paralegal with a passion for estate planning and administration? A prestigious law firm near Jersey City, NJ, is seeking a Trust & Estates Paralegal to join its dynamic legal team.

About the Role:
In this vital position, you will support attorneys with comprehensive trust and estate planning and administration services, from drafting documents to coordinating probate and handling tax filings.

Key Responsibilities:

Estate Planning:

• Draft wills, trusts, durable powers of attorney, and healthcare directives

• Update beneficiary designations and organize client files

• Assist with docketing and document execution

• Track and prepare U.S. Gift Tax Returns (Form 709)

Estate Administration:

• Prepare probate and administration documents

• Liaise with courts and clients to manage filings and appointments

• Value estate assets using tools like EstateVal – EVP

• Assemble and review debts, deductions, and tax documents

• Draft federal (Form 706, 8971) and state estate/inheritance tax returns

• Support asset transfers and trust funding

General Legal Support:

• Interact professionally with clients and external advisors

• Maintain attorney calendars and coordinate meetings

• Conduct research, prepare reports, and proofread documents

• Manage both paper and electronic case files

Preferred Qualifications:

• Bachelor's degree or paralegal certificate

• Prior experience in estate planning/administration preferred

• NJ Notary Public (NY Notary a plus)

What We Offer:

• A collaborative, professional environment

• Opportunities to make a meaningful impact in clients' lives

• Exposure to high-level legal work and career growth

If you’re detail-oriented, organized, and ready to contribute to a highly respected legal team, we want to hear from you. Apply today and help deliver exceptional client service in the world of trusts and estates.

We are proud to be an Equal Opportunity Employer. All qualified applicants are encouraged to apply.