Estate Planning Paralegal- 3446926
Job Description
Job Description
Job Title: Estate Planning Paralegal
Location: New Providence, NJ 07974
Salary/Payrate: $90K-$175K annually, BONUS, and AWESOME benefits!!!
Work Environment: Hybrid (2-3 days per week)
Term: Permanent
Bachelor’s degree required: Preferred
Referral Fee: AMS will pay $500 should the person you refer gets hired
#LI-CB1
Job Description:
Please send your resume in Word format if you are interested in an Estate Planning Paralegal opening located in New Providence, NJ, 07974. Salary in the $90K-$175K range + BONUS with AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.
Our client is seeking a meticulous and dedicated Estate Planning Paralegal to support their attorneys in crafting tailored estate plans for discerning clients. This role offers the chance to work on high-impact cases
QUALIFICATIONS:
- 5+ years of paralegal experience, ideally in estate planning or a related field.
- Strong knowledge of estate planning processes, trust administration, and tax implications.
- Exceptional organizational skills and a keen eye for detail.
- Proficiency in legal software (e.g., Clio, HotDocs) and Microsoft Office Suite.
- Outstanding communication skills and a client-centric mindset.
- Ability to thrive in a fast-paced, collaborative team environment.
RESPONSIBILITIES:
- Draft and review estate planning documents, including wills, multi-generational trusts, partnerships, and foundations.
- Conduct research on estate tax laws and planning strategies to support case development.
- Engage with clients to provide updates, answer inquiries, and facilitate a seamless planning process.
- Maintain organized case files, track critical deadlines, and ensure compliance with legal standards.
- Partner with attorneys, financial advisors, and accountants to deliver holistic estate planning solutions.
- Train and oversee junior paralegals in sophisticated planning.
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