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Cruitin · 1 day ago

Paralegal - Trusts & Estates

Brielle, NJ

Full-time

Onsite

Entry, Mid Level

$55K/yr - $69K/yr

2+ years exp

Cruitin is a law firm specializing in Trusts & Estates law, providing comprehensive legal services to individuals and families. They are seeking a skilled and experienced Paralegal to support their Trusts & Estates practice, focusing on estate planning, probate administration, and trust management.

Staffing & Recruiting

Hiring Manager

Kyle Martin

Responsibilities

Assist attorneys in all aspects of estate planning, trust administration, and probate matters

Prepare and file probate documents, including petitions, inventories, accountings, and tax returns

Draft legal documents such as wills, trusts, powers of attorney, and healthcare directives

Conduct legal research and analyze statutes, regulations, and case law relevant to Trusts & Estates matters

Manage client communications and maintain client files, ensuring all information is up-to-date and accurately recorded

Coordinate with financial institutions, government agencies, and other relevant parties to gather necessary information and documentation

Assist in the preparation of estate and gift tax returns

Manage deadlines and calendar important dates related to probate proceedings and trust administration

Prepare correspondence to clients, beneficiaries, and other involved parties

Organize and maintain digital and physical client files, ensuring compliance with firm policies and legal requirements

Assist in client meetings and provide support during the estate planning process

Perform asset valuations and prepare asset inventories for estates and trusts

Coordinate with other departments within the firm to ensure smooth case management

Stay current with changes in Trusts & Estates law and update firm templates and procedures accordingly

Mentor and train junior paralegals and support staff as needed

Qualification

Paralegal Studies degreeTrusts & Estates experienceProbate filings proficiencyDrafting legal documentsEstate lawsClient communicationOrganizational skillsAttention to detail