Description Trust & Estate Administration Paralegal We are seeking a detail-oriented Trust & Estate Administration Paralegal with 3+ years of experience to support attorneys in the administration of trusts and estates. This role is primarily focused on post-death administration, asset management, and client coordination rather than litigation. The ideal candidate is highly organized, client-focused, and experienced in managing the administrative lifecycle of estates and trusts. Key Responsibilities Assist with all aspects of trust and estate administration, including both probate and non-probate matters Prepare and file routine probate documents (applications, inventories, accountings, and closing documents) Coordinate collection, valuation, and transfer of estate and trust assets Facilitate trust funding and administration, including reviewing trust assets and aligning with governing documents Communicate regularly with clients, trustees, beneficiaries, financial advisors, and custodians Track and manage key deadlines, including court filings, tax filings, and required distributions Assist in the preparation of estate inventories and fiduciary accountings Support preparation and organization of materials for estate tax returns and fiduciary income tax returns (in coordination with CPAs) Prepare correspondence and documentation related to distributions and beneficiary communications Maintain and organize detailed client files and administration records Assist with obtaining EINs, opening estate/trust accounts, and coordinating with financial institutions Qualifications 3+ years of experience in trust and estate administration Working knowledge of probate processes and trust administration procedures Experience handling asset transfers, funding, and beneficiary distributions Familiarity with estate and fiduciary accounting concepts Basic understanding of estate and fiduciary tax reporting processes Proficiency in Microsoft Office (Word, Excel, Outlook) and legal/accounting software Strong organizational skills with the ability to manage multiple administrations simultaneously Excellent communication skills with a client-service mindset High level of discretion when handling sensitive financial and family matters Education & Certifications Paralegal certificate or equivalent work experience required Bacheloru2019s degree preferred Preferred Experience Familiarity with trust accounting or wealth management platforms Experience coordinating with CPAs, financial advisors, and custodians Compensation & Benefits Competitive salary based on experience Comprehensive benefits package (medical, dental, vision, 401(k)) Paid time off and holidays If you are qualified for this position, please send your resume to Director, ][com] for immediate consideration Requirements Estate Administration, Estate Law, Probate, Probate Law, Probate & Estate Administration, ParaLegals, Litigation ParaLegal Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.
Job Title
Paralegal