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Trusts & Estates Administration Paralegal

New York, NY
Trusts & Estates Administration Paralegal

New Jersey, New York, or Florida Office

SourceProSearch is seeking a Trust and Estate Administration Paralegal with 5 plus years of experience to join our team in one of our New Jersey, New York, or Florida Offices.


  • Handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York, and Florida probate a plus)
  • Extensive communication with clients, financial planners, and accountants
  • Preparation of federal and state estate tax returns and fiduciary accountings
  • Distribution of estate assets and trust funding
  • Deed work and other related tasks


  • 5+ years of experience in trust and estate administration
  • Superior communication and mathematical skills
  • Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs, and Microsoft Word
  • Highly organized with the ability to prioritize
  • Team player with excellent written and verbal skills
  • College degree and/or paralegal certificate preferred; JD/paralegal candidate will also be considered

Salary: Up to $162,500 per year, commensurate with experience

We offer a competitive starting salary and a comprehensive benefits program.

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