Remote - Trust & Estate Paralegal
2 days ago
Toms River
Position: Trust & Estate Paralegal - 100% Remote About the Role: We are seeking a highly organized and detail-oriented Trust & Estate Paralegal to support attorneys in a busy and reputable trusts, estates, and elder law practice. This role requires strong drafting skills, the ability to manage sensitive client information, and experience handling trust administration, probate matters, and estate planning documentation . Key Responsibilities: • Assist attorneys with trust administration, including preparing notices, correspondence, asset summaries, and allocation schedules, • Manage probate filings from opening to close: petitions, inventories, accountings, and court-required documentation, • Draft and prepare estate planning documents such as wills, trusts, powers of attorney, and advance health care directives, • Coordinate with financial institutions, CPAs, fiduciaries, and beneficiaries, • Gather and organize asset information, prepare schedules of assets, and maintain case files, • Prepare deeds, property transfers, and related documentation, • Calendar court deadlines, hearings, and client meetings, • Communicate professionally with clients regarding status updates and required information, • Support attorneys with litigation-related tasks when needed (discovery, document management) Qualifications: • 3–5+ years of experience in Trust & Estates, Probate, or Estate Planning., • Should be based out in NJ only., • Proficiency with estate planning software and case management tools (e.g., WealthCounsel, Clio, MyCase — preferred but not required), • Excellent drafting, proofreading, and organizational skills, • Ability to manage multiple cases simultaneously with minimal supervision, • Professional communication skills, both written and verbal Salary and Other Compensation The annual salary for this position is between $90,000 – $100,000. The firm may be open to the higher end of the range for the right candidate. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate. Benefits The firm offers the following benefits for this position, subject to applicable eligibility requirements: • Medical, Dental, Vision Insurance, • 401(k), • PTO, • Paid Leave