What are the responsibilities and job description for the Trust and Estates Administration Paralegal position at iLocatum?
Trust and Estates Administration Paralegal
Locations:
New York, NY
Hackensack, NJ
Boca Raton, FL
Must-Have:
- 5 years paralegal experience in trust and estate administration.
Strongly Preferred:
- College degree
- Paralegal certificate
- JD with relevant paralegal experience
About the Firm:
An AM Law 200 firm with nationwide reach, renowned for its high-stakes, complex work and a client roster that spans startups to Fortune 500s. Enjoy a collaborative, forward-thinking culture where ambition is celebrated, growth is inevitable, and your impact is real.
This role is ideal for a highly organized, detail-driven professional with a deep understanding of estate and trust administration processes.
Key Responsibilities:
- Manage all phases of estate and trust administration, including probate filings and court procedures
- Prepare federal and state estate tax returns, fiduciary accountings, and related documents
- Communicate extensively with clients, financial planners, and accountants
- Handle asset distributions, trust funding, and real estate deed work
- Maintain accurate records and ensure compliance with jurisdictional requirements (NJ, NY, FL probate knowledge is a plus)
Must-Have Qualifications:
- 5 years of experience in trust and estate administration
- Strong mathematical and communication skills
- Proficiency in estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
- Ability to work independently and collaboratively in a fast-paced environment
- Highly organized with exceptional attention to detail
- College degree and/or paralegal certificate preferred (JD/paralegal candidates will also be considered)
Compensation & Benefits:
- Competitive salary based on experience
- Salary range: $76,500 – $162,500
- Comprehensive benefits package including health insurance, retirement plans, and paid time off
If you're a motivated and knowledgeable paralegal ready to contribute to a collaborative and respected Trusts & Estates team, this role offers an exciting opportunity to grow your career.
Salary : $76,500 - $162,500
