Trust and Estates Paralegal

Position Summary : We are seeking a skilled and detail-oriented Trust and Estates Paralegal. The ideal candidate will have experience in preparing federal estate tax (Form 706) and gift tax (Form 709) returns. This role requires strong organizational abilities, a keen eye for detail, and excellent communication skills to support attorneys and clients in estate planning and administration. Key Responsibilities : Prepare and file federal estate tax returns (Form 706) and gift tax returns (Form 709). Assist with estate administration, including probate filings, preparation of inventories, and accountings. Draft and review documents such as wills, trusts, powers of attorney, and other estate planning documents. Conduct legal research related to estate planning and tax matters. Coordinate the collection, valuation, and management of estate assets. Communicate with clients, financial institutions, and government agencies as needed. Maintain organized client files and ensure compliance with deadlines. Provide support for estate planning meetings, including preparing summaries and documents. Qualifications : Paralegal certificate or equivalent education and experience. Minimum 7 years of experience in trust and estate law. Proficiency in legal software and estate tax preparation tools. Strong understanding of tax laws, probate processes, and fiduciary duties. Excellent organizational and time-management skills. Strong attention to detail and ability to handle sensitive information confidentially. Exceptional written and verbal communication skills. Ability to work both independently and collaboratively in a team environment. Preferred Qualifications : Familiarity with state-specific estate and probate laws.