Overview

Trusts and Estates Paralegal Jobs in Paramus, New Jersey, USA at Green Key Resources

Job Description

A financial services firm located in midtown Manhattan is seeking a Trust & Estate Paralegal to support their wealth planning team.

Working

Schedule:

3-4 days onsite, 1-2 days remote, depending on need.

Hourly pay rate: $40-45/hr.

Responsibilities:

Draft Receipt & Release forms, Successor Trustee Release forms, and other trustee succession paperwork.

Draft Trust Key Attributes forms and Promissory Notes.

Manage and organize estate planning documents, including wills, trusts, and powers of attorney.

Assist with probate filings, tax returns, and estate-related documentation.

Coordinate with clients, attorneys, and financial professionals.

Maintain accurate records and assist in general trust & estate administration.

Qualifications:

Must have several years of trust and estate experience.

Bachelor’s degree required.

Proficiency in Microsoft Office Suite and legal management software.

Strong organizational and communication skills.

Ability to manage multiple tasks and meet deadlines.

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Title: Trusts and Estates Paralegal

Company: Green Key Resources

Location: Paramus, New Jersey, USA

Category: Law/Legal (Legal Secretary), Administrative/Clerical (Legal Secretary)

 

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