Trusts & Estates Paralegal

Job Summary

To support a growing Private Wealth practice, the full-time Trusts & Estates Paralegal will manage all phases of probate and estate administration while working remotely and collaborating with attorneys and high-net-worth clients.

Key Responsibilities

• Oversee all phases of probate and estate administration, from opening estates through final distribution and closing
• Prepare and file probate pleadings, petitions, and other court-required documents
• Coordinate the collection, valuation, and distribution of estate assets

Required Qualifications

• 7+ years of Trusts & Estates paralegal experience, with a strong focus on probate administration
• Experience preparing probate court filings and managing estates through the full administration process
• Knowledge of estate and trust administration procedures, asset transfers, and fiduciary matters
• Exposure to estate, gift, or fiduciary tax filings is highly preferred
• Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously