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Trust & Estate Administration Paralegal

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Denver

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Category:
Legal

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Contract Type:
Not provided

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Salary:

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Job Description:

We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+ years of experience to support attorneys in the administration of trusts and estates. This role is primarily focused on post-death administration, asset management, and client coordination rather than litigation. The ideal candidate is highly organized, client-focused, and experienced in managing the administrative lifecycle of estates and trusts.

Job Responsibility:

  • Assist with all aspects of trust and estate administration, including both probate and non-probate matters
  • Prepare and file routine probate documents (applications, inventories, accountings, and closing documents)
  • Coordinate collection, valuation, and transfer of estate and trust assets
  • Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents
  • Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians
  • Track and manage key deadlines, including court filings, tax filings, and required distributions
  • Assist in the preparation of estate inventories and fiduciary accountings
  • Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs)
  • Prepare correspondence and documentation related to distributions and beneficiary communications
  • Maintain and organize detailed client files and administration records
  • Assist with obtaining EINs, opening estate/trust accounts, and coordinating with financial institutions

Requirements:

  • 3+ years of experience in trust and estate administration
  • Working knowledge of probate processes and trust administration procedures
  • Experience handling asset transfers, funding, and beneficiary distributions
  • Familiarity with estate and fiduciary accounting concepts
  • Basic understanding of estate and fiduciary tax reporting processes
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software
  • Strong organizational skills with the ability to manage multiple administrations simultaneously
  • Excellent communication skills with a client-service mindset
  • High level of discretion when handling sensitive financial and family matters
  • Paralegal certificate or equivalent work experience required

Nice to have:

  • Familiarity with trust accounting or wealth management platforms
  • Experience coordinating with CPAs, financial advisors, and custodians
What we offer:
  • Comprehensive benefits package (medical, dental, vision, 401(k))
  • Paid time off and holidays

Additional Information:

Job Posted:
April 23, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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