Senior Estates & Trusts Paralegal

Responsibilities: Manage probate and estate administration matters from initial filing through final settlement and closing. Prepare and file federal and state estate, gift, and fiduciary income tax returns. Draft, review, and organize estate planning and estate administration documents. Coordinate with clients, accountants, financial institutions, and other professional advisors to facilitate the efficient administration of estates and trusts. Maintain comprehensive, accurate, and well-organized client, probate, and estate records. Utilize estate administration and tax software to prepare filings, maintain records, and support reporting requirements. Partner closely with attorneys and administrative colleagues to ensure deadlines are met and matters are handled with precision and professionalism. Exercise sound judgment and maintain the highest standards of confidentiality when handling sensitive financial and personal information.