Trust & Estates Paralegal Job at BrainWorks (New York)

Trust & Estates Paralegal

We are looking for a skilled paralegal to support a practice focused on trust ad...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3 to 8+ years of paralegal experience in a law firm or similar legal environment
Background in trust administration, probate, civil litigation, or a combination of these practice areas is preferred
Demonstrated ability to manage multiple active matters while maintaining accuracy and strong attention to detail
Confidence working independently within a structured process-driven setting
Strong written and verbal communication skills for interacting with clients, attorneys, and internal staff
Experience tracking deadlines, organizing legal documents, and supporting filings and case logistics
Familiarity with Clio or comparable case management software is an advantage

Job Responsibility

Manage trust and estate matters from initial intake through final distribution, helping ensure each stage is completed accurately and on schedule
Draft and assemble administration documents such as notices, asset inventories, and other matter-related materials
Monitor court dates, filing requirements, and internal deadlines so that cases continue moving forward without delay
Support litigation matters by preparing discovery materials, organizing responses, and coordinating document production
Assist with filings, service coordination, and other procedural steps required for active civil or probate-related disputes
Maintain orderly electronic case files in Clio and keep records, correspondence, and supporting documents easy to access
Prepare exhibits, binders, and case materials for hearings, meetings, and other attorney needs
Communicate with clients to collect information, request records, and clarify outstanding items needed for case progress
Work with attorneys and administrative staff to follow firm processes, confirm next steps, and keep matters advancing efficiently

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

Trust and Estates Paralegal

A stand out law firm is seeking highly skilled and visionary T&E Paralegal candi...

Location

United States , Needham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Motivated self-starter
Standout colleague
Good computer skills
Ability to multitask
Real passion for the legal industry
Ability to effectively prioritize and organize a substantial amount of work
Accurate, attentive, and experience handling sensitive or confidential information
Confidence in taking ownership of projects, writing and negotiating, planning and organizing
Excellent problem-solving skills
Foundational knowledge in Probate & Estate Administration

Job Responsibility

Research and analyze intricate legal documents
Provide support to attorney through all phases
Data base management of all relevant documents

What we offer

Competitive compensation
Medical, vision, dental, and life and disability insurance
Company 401(k) plan
Free online training

New

Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paral...

Location

United States , Boston

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience in trusts & estates
Strong experience supporting estate planning, probate, and trust administration matters
Knowledge of Massachusetts probate and trust administration procedures
Excellent written and verbal communication skills, proofreading ability, and attention to detail
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to interact professionally with clients, families, fiduciaries, and professional advisor
Experience working with Microsoft Office Suite and legal document management systems
Ability to maintain confidentiality and handle sensitive information
Paralegal certificate preferred but not required

Job Responsibility

Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing
Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence
Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts
Assist with the preparation and filing of estate tax and gift tax returns
Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties
Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents
Prepare assignments of interest documents
coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions
Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings
Maintain organized client files and assist with ongoing matter management

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estates Paralegal

We are looking for an experienced Paralegal to support a legal practice focused ...

Location

United States , Brielle

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of hands-on experience as a paralegal or legal assistant in estate planning, probate, estate administration, or related litigation
Demonstrated ability to draft legal documents and correspondence with a high degree of accuracy and attention to detail
Strong knowledge of probate procedures, estate planning documentation, and estate-related court processes
Clear written and verbal communication skills with the ability to interact professionally with clients, attorneys, and court staff
Excellent organizational skills and the ability to prioritize multiple deadlines in a fast-paced legal environment
Proficiency with Microsoft Office and legal case management or document management software
Paralegal certification is preferred, though substantial relevant experience will be given greater consideration
Ability to work effectively both independently and as part of a collaborative legal team

Job Responsibility

Prepare and revise legal paperwork for estate disputes, including pleadings, motions, orders to show cause, discovery materials, and related court filings
Assist with the creation and execution of estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives
Support probate and trust administration by organizing filings, coordinating required documentation, and helping move matters through the court process
Communicate with court personnel, clients, and other parties to facilitate filings, scheduling, and status updates on active matters
Maintain well-organized electronic and paper case files so records remain current, complete, and easy to retrieve
Assemble agendas, summaries, and supporting documents for attorney and client meetings
Help manage litigation support tasks by tracking deadlines, preparing correspondence, and organizing materials for hearings or trial preparation

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

Trusts & Estates Paralegal

A highly regarded Am Law 200 law firm in St. Louis is seeking an experienced Tru...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience as a Trusts & Estates Paralegal within a law firm environment
skilled in drafting and managing estate planning and probate documents
experience with gift tax returns and related filings is strongly preferred
detail-oriented
organized
comfortable handling multiple matters in a fast-paced, high-caliber practice
strong communication skills
professionalism
ability to work independently while supporting a demanding team

Job Responsibility

Support a premier private wealth practice
work closely with top-tier attorneys on sophisticated estate planning and administration matters for high-net-worth clients
preparation and review of complex trusts, estate planning documents, and related filings

What we offer

Collaborative environment
exposure to sophisticated work
competitive compensation
comprehensive benefits package
medical, vision, dental, and life and disability insurance
401(k) plan
free online training

Fulltime

Trusts & Estates Paralegal

Our client, a successful full-service law firm, is seeking a Trusts & Estates Pa...

Location

United States , Boston

Salary:

110000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience preferred in trusts & estates and probate
Direct experience drafting and filing probate petitions and court pleadings required
Strong knowledge of probate procedures and estate administration processes
Experience assisting estate administrators/executors throughout estate settlement
Familiarity with estate accounting and asset distribution procedures
Proficiency in e-filing systems and court procedures
Experience with document management systems and case management software
Strong organizational skills and ability to manage multiple probate matters simultaneously
Excellent written and verbal communication skills
High level of professionalism and discretion when handling confidential financial information

Job Responsibility

Draft and file probate petitions and related court pleadings
Prepare notices, inventories, accountings, and other required probate filings
E-file and manage documents in Probate Court
Monitor court deadlines and ensure compliance with statutory requirements
Assist estate administrators and executors with all phases of estate administration
Coordinate the collection and valuation of estate assets
Prepare and organize financial documentation, including income and estate-related documents
Assist with preparation of estate accountings and settlement documentation
Coordinate distribution of estate assets to beneficiaries
Communicate with clients, beneficiaries, financial institutions, and court personnel

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trusts & Estates Paralegal

A well-established regional law firm is seeking an experienced and highly motiva...

Location

United States , Pittsburgh

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5–10 years of substantive experience in estate planning and estate administration
Experience supporting probate and fiduciary matters required
Orphans’ Court litigation experience strongly preferred
Experience with business succession planning is a plus
Strong organizational and case management skills with the ability to handle multiple matters simultaneously
Excellent written and verbal communication skills
Exceptional attention to detail and ability to meet deadlines in a fast-paced environment
detail oriented demeanor and ability to interact effectively with attorneys, staff, and clients
Self-motivated, forward-thinking, and able to work independently while contributing to a collaborative team environment

Job Responsibility

Draft and prepare substantive pleadings and correspondence for contested probate and fiduciary matters
Conduct legal research and assist with preparation of memoranda on probate and estate administration issues
Prepare and manage discovery, including interrogatories, subpoenas, and document requests
Assist attorneys with case management for estate and trust litigation matters, including organizing files and tracking deadlines
Prepare estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives
Assist with the establishment of durable powers of attorney and medical directives
Support attorneys in developing estate planning strategies designed to minimize estate taxes and protect client assets
Assist with structuring trusts and estate plans to help clients avoid or streamline the probate process
Manage estate and trust administration matters from opening through closing, including preparation of filings and court documents
Coordinate with financial advisors, accountants, and clients throughout the estate planning and administration process

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training
competitive compensation and benefits

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