Paralegal – Trusts and Estates

Job Description

Paralegal | BA Global Talent

The Tone:
This is a full-time role at BA Global Talent, located in West Caldwell, New Jersey. BA Global Talent connects professionals across the Americas with meaningful opportunities at U.S. companies, specializing in remote recruitment, HR operations, and workforce solutions. This on-site Paralegal position is critical for providing long-term support to a boutique trusts and estates practice. This role directly contributes to the efficient operation of legal services and client satisfaction by handling key administrative and legal support functions.

The TL;DR
• Role: Mid-Senior Level
• Type: Full-Time
• Location: In-person, West Caldwell, NJ

• Team: Supports attorneys in a boutique trusts and estates practice.
• Mission: Provide comprehensive, long-term support for estate planning, estate administration, and related legal and tax matters.

What You’ll Actually Do
• Manage: Oversee the preparation, organization, review, and maintenance of trusts and estates documents, correspondence, and client files.
• Coordinate: Assist with the creation and coordination of wills, trusts, powers of attorney, healthcare directives, and probate documents and related legal materials.
• Facilitate: Gather, review, and organize necessary information and documentation to support estate and fiduciary tax-return preparation.
• Process: Assist with probate and surrogate court filings, ensuring adherence to deadlines and related procedures.
• Support: Provide administrative and document preparation support for occasional real estate matters, including file organization and transaction coordination.

The Must-Haves
• Background: At least five years of relevant experience as a trusts and estates paralegal, legal secretary, or in a similar legal support role.
• Experience: Hands-on experience supporting estate planning and estate administration matters, coupled with familiarity with probate procedures, trusts and estates documentation, and related tax-return support.
• Skills: Strong attention to detail, spelling, proofreading, and document organization skills; ability to manage multiple matters, deadlines, and priorities with accuracy and discretion; and strong written and verbal communication skills, along with professional judgment in handling sensitive and confidential information.
• Bonus: Experience assisting with real estate matters.