Trust and Estates Paralegal - Hybrid opportunity! - Traning to be provided Jobs in Hackensack NJ Paralegal Job Recruiters - Haley Stuart Group

We currently have an opportunity for a Trust and Estates Paralegal with a growing law firm in the Hackensack, New Jersey area (zip code 07601). The Trust and Estates Paralegal will be responsible for assisting attorneys and other paralegals with all aspects of estate planning and trust/estate administration work. Training will be provided for a candidate who has law firm experience, is interested in learning about Trust and Estates cases and is a quick learner.
Position Responsibilities:

• Collaborate with attorneys and other paralegals during all phases of estate and trust administration, including maintaining client files, and contact with clients, courts, financial planners, and accountants, to collect information necessary to complete reporting and filing requirements.
• Attend and participate in required meetings and notarize documents.
• Draft, read, and review trust and estate documents
• Prepare Will Fact Sheets/Probate Petitions for probate with Surrogate’s Court.
• Prepare Notices of Probate, Certifications of Mailing and probate summary letters.
• Review financial information received from clients, audit documents to correct errors, and draft schedules of assets and estate tax analysis.
• Assist and prepare federal and state estate/inheritance tax returns (Form 706, NJ IT-R, NY ET-706) as necessary.
• Prepare distribution documents including estate/trust accounting that may require calculation of fiduciary commissions, refunding bond and release forms and correspondence to accompany same.
• Prepare final estate planning letter and document binder which includes copies of executed estate planning documents.
• Handle special projects or additional responsibilities as they arise
• Record billable time daily.

Position Requirements:

• At least 3-5 years of relevant experience in Trust and Estates in a law firm environment
• Knowledge of financial and legal management principles.
• Highly detail-oriented with a demonstrated ability to prioritize tasks.
• Excellent written and verbal communication skills as well as mathematical skills.
• Ability to thrive in a teamwork-oriented, deadline-driven, and extremely fast-paced environment.
• Strong technical skills including proficiency in Microsoft Office Suite and Adobe; Prior experience with Thomson Reuters, Fiduciary Practice Systems for preparation of estate tax returns and accountings a plus.
• Knowledge of New Jersey probate is required, and New York probate is a plus