Estate Planning Paralegal at Act Professional Solutions

Purpose of Role:

We’re hiring a Full-time Estate Administration Paralegal for our Roseland, NJ office. Ideal candidates possess a strong work ethic, exceptional problem-solving skills, and comfort in a dynamic, fast-paced environment. Must excel in managing case files from inception to completion, demonstrating comprehensive understanding of estate administration.

Responsibilities:

• Prepare drafts of Probate documents for attorneys, such as applications, motions, notices, and inventories.
• File pleadings and hearing documents.
• Communicate with court staff and clients.
• Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met.
• Prepare Federal and state estate and inheritance tax returns.
• Prepare estate and trust accountings.
• Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries.
• Continuously review and update case progress, determine case closure, and keep matters moving seamlessly.
• Assist in keeping staff, attorneys, and clients on task.
• Assist in preparing Elder Law, Guardianship, and Business Incorporation documents.
• Complete daily tasks and assignments independently with little supervision in a timely manner to meet deadlines.
• Prepare drafts of Estate Planning documents for attorneys, including Wills, various Trusts, and disability planning documents.
• Communicate with clients, witness and notarize documents, and manage the workflow in a timely manner while handling responsibility for the matter.

Qualifications:

• Minimum of 5+ years relevant Estate Administration experience supporting a legal practice required.
• Proficiency with MS Word, Excel, and Kofax [Adobe]; knowledge of ONESOURCE or other estate tax return software a plus.
• Excellent organizational skills are critical.
• The right candidate must efficiently organize and prioritize numerous tasks, complete them on time with attention to detail and accuracy.
• Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire estate administration process.
• Must be self-motivated with the ability to work independently and as a team member.
• Strong research, analytical, and critical-thinking skills.
• Excellent communication and interpersonal skills, with the ability to communicate with diverse attorneys, staff, and clients.
• Must provide information with courtesy and tact while safeguarding confidentiality.
• Excellent grammar, proofreading, and English composition skills are essential.
• Enthusiastic, articulate, a quick study, friendly, dependable, punctual, a team player, and thrive in a fast-paced environment.

The Perks:

• Competitive Salary & Comprehensive Benefits Package.
• Ongoing Opportunities for Professional Growth and Development.
• Immerse Yourself in a Collaborative and Supportive Work Environment, Recognizing and Celebrating Individual Contributions.
• Contribute to Our Firm’s Philanthropic Initiatives and Make a Positive Impact Beyond the Legal Realm.
• Make a Substantial Impact Within Our Esteemed Law Firm.