Trust and Estates Administration Paralegal

Our Firm: 

Since our founding in 1930, Mandelbaum Barrett has been committed to providing our clients with the highest level of personal, hands-on attention to their legal needs. With 100+ attorneys (and growing) and 7 offices in New Jersey, New York, Colorado, and Florida, we are rated as one of the Best Places to Work and one of the Best Law Firms in New Jersey. What sets us apart is our people-centered culture, where we strive to recognize, reward, and unite our attorneys and staff.

Purpose of Role:

We’re hiring a Full-time Estate Administration Paralegal for our Roseland, NJ office. Ideal candidates possess a strong work ethic, exceptional problem-solving skills, and comfort in a dynamic, fast-paced environment. Must excel in managing case files from inception to completion, demonstrating comprehensive understanding of estate administration.

Responsibilities:

• Prepare drafts of Probate documents for attorneys, such as applications, motions, notices, and inventories.
• File pleadings and hearing documents.
• Communicate with court staff and clients.
• Prepare correspondence, meet with clients to notarize, witness, and sign documents, and ensure all deadlines are met.
• Prepare Federal and state estate and inheritance tax returns. 
• Prepare estate and trust accountings. 
• Prepare appropriate release documents for estate distributions and assist with transfers of estate property to beneficiaries. 
• Continuously review and update case progress, determine case closure, and keep matters moving seamlessly. 
• Assist in keeping staff, attorneys, and clients on task. 
• Assist in preparing Elder Law, Guardianship, and Business Incorporation documents. 
• Complete daily tasks and assignments independently with little supervision in a timely manner to meet deadlines.
• Prepare drafts of Estate Planning documents for attorneys, including Wills, various Trusts, and disability planning documents. 
• Communicate with clients, witness and notarize documents, and manage the workflow in a timely manner while handling responsibility for the matter.

Qualifications:

• Minimum of 5+ years relevant Estate Administration experience supporting a legal practice required. 
• Proficiency with MS Word, Excel, and Kofax [Adobe]; knowledge of ONESOURCE or other estate tax return software a plus. 
• Excellent organizational skills are critical. 
• The right candidate must efficiently organize and prioritize numerous tasks, complete them on time with attention to detail and accuracy. 
• Expert ability to manage case files from inception to completion, demonstrating a comprehensive understanding of the entire estate administration process. 
• Must be self-motivated with the ability to work independently and as a team member. 
• Strong research, analytical, and critical-thinking skills. 
• Excellent communication and interpersonal skills, with the ability to communicate with diverse attorneys, staff, and clients. 
• Must provide information with courtesy and tact while safeguarding confidentiality. 
• Excellent grammar, proofreading, and English composition skills are essential. 
• Enthusiastic, articulate, a quick study, friendly, dependable, punctual, a team player, and thrive in a fast-paced environment.

The Perks:

• Competitive Salary & Comprehensive Benefits Package.
• Ongoing Opportunities for Professional Growth and Development.
• Immerse Yourself in a Collaborative and Supportive Work Environment, Recognizing and Celebrating Individual Contributions.
• Contribute to Our Firm’s Philanthropic Initiatives and Make a Positive Impact Beyond the Legal Realm.
• Make a Substantial Impact Within Our Esteemed Law Firm.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information on our firm and our culture, visit us at https://www.mblawfirm.com/.

Why Mandelbaum Barrett PC?

Unlock Your Potential with Mandelbaum Barrett PC! Dive into a world of legal brilliance, teamwork, and rewards that’ll make your career soar! Together, we’ll make a meaningful impact in the legal field. #LegalExcellenceUnleashed #SkyrocketYourCareer

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Mandelbaum Barrett PC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.