- Manage estate and trust fiduciary accounts and checkbooks
- Prepare checks for expenses, distributions, and disbursements
- Reconcile bank statements and maintain accurate records
- Coordinate with attorneys to ensure timely payment of invoices
- Assist with internal accounting systems and process improvements
- Communicate with clients, beneficiaries, and professionals
- Maintain organized and up-to-date client files
- Gather and analyze probate and non-probate asset information
- Prepare asset inventories and assist with estate accountings
- Track trust income, expenses, distributions, and beneficiaries
- Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)
- Assist with estate tax projections and administration cost estimates in coordination with attorneys
- Draft routine correspondence and assist with court filings
- Use Microsoft Word, Excel, Outlook, and iManage
- 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
- Associate's or Bachelor's degree, or Paralegal Certificate
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Trust & Estate Paralegal - Newark - The Goodkind Group, LLC
Description
Trust & Estate Paralegal (Newark, New Jersey) 2 days remote
A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.
Hybrid 2 days remote
Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge
of Estate Finances.
Client & File Management
Estate & Trust Administration
Analysis & Projections
General Support
Qualifications
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Trust & Estate Paralegal
Only for registered members Newark
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Real Estate Paralegal
Only for registered members Newark
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Trust & Estate Paralegal
Only for registered members Newark, NJ
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Real Estate Paralegal
Only for registered members Newark, NJ
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Estate Paralegal
Only for registered members Hackensack
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Real Estate Paralegal
Only for registered members Lyndhurst
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Estate Paralegal
Only for registered members Red Bank, NJ
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Estate Paralegal
Only for registered members Shrewsbury, NJ
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Real Estate Paralegal
Only for registered members New York
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Real Estate Paralegal
Only for registered members New York, NY
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Trusts & Estates Paralegal
Only for registered members New York
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Paralegal (Real Estate)
Only for registered members Staten Island, NY
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Paralegal - Real Estate
Only for registered members New York
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Real Estate Paralegal
Only for registered members New York, NY
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Real Estate Paralegal
Only for registered members New York
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Real Estate Paralegal
Clarity Recruiting- New York
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Paralegal - Real Estate
Only for registered members New York
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Real Estate Paralegal
Only for registered members Livingston
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Real Estate Paralegal
Only for registered members New York
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Real Estate Paralegal
Only for registered members New York
