Job Title: Estate Planning Paralegal

Location: New Providence, NJ 07974

Salary/Payrate: $90K-$175K annually, BONUS, and AWESOME benefits!!!

Work Environment: Hybrid (2-3 days per week)

Term: Permanent

Bachelor’s degree required: Preferred

Referral Fee: AMS will pay $500 should the person you refer gets hired

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Job Description:

Please send your resume in Word format if you are interested in an Estate Planning Paralegal opening located in New Providence, NJ, 07974. Salary in the $90K-$175K range + BONUS with AMAZING benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.

Our client is seeking a meticulous and dedicated Estate Planning Paralegal to support their attorneys in crafting tailored estate plans for discerning clients. This role offers the chance to work on high-impact cases

QUALIFICATIONS:

• 5+ years of paralegal experience, ideally in estate planning or a related field.
• Strong knowledge of estate planning processes, trust administration, and tax implications.
• Exceptional organizational skills and a keen eye for detail.
• Proficiency in legal software (e.g., Clio, HotDocs) and Microsoft Office Suite.
• Outstanding communication skills and a client-centric mindset.
• Ability to thrive in a fast-paced, collaborative team environment.

RESPONSIBILITIES:

• Draft and review estate planning documents, including wills, multi-generational trusts, partnerships, and foundations.
• Conduct research on estate tax laws and planning strategies to support case development.
• Engage with clients to provide updates, answer inquiries, and facilitate a seamless planning process.
• Maintain organized case files, track critical deadlines, and ensure compliance with legal standards.
• Partner with attorneys, financial advisors, and accountants to deliver holistic estate planning solutions.
• Train and oversee junior paralegals in sophisticated planning.