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TRUSTS & ESTATES PARALEGAL

Purcell Mulcahy & Flanagan LLC

TRUSTS & ESTATES PARALEGAL

Bernardsville, NJ
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Vision insurance

    Flanagan, Barone & O’Brien, LLC (“FBO”) is a successful, growing firm which embraces diversity in seeking to build a strong team of professionals. FBO is currently seeking a senior trusts and estates paralegal with 7+ years of experience. The position provides the opportunity to work both independently and as part of our strong litigation team.

    Responsibilities:

    Administration of trusts and estates including probate of wills, inventory of assets and valuations, preparation of estate and inheritance tax returns, refunding bonds

    Preparation of estate planning documents including wills and trusts

    Managing of all aspects of real estate closings, including ability to review and draft real estate transaction documents and prepare matter for closing

    Qualifications:

    Must have a Bachelor’s degree; paralegal certificate preferred

    7+ years’ experience as a trusts and estates paralegal involving estate planning as well as administration of trusts and estates

    Experience handling varied aspects of trusts and estates

    Experience handling real estate closings

    Experience with preparing records, assembling exhibits, pleadings, discovery and trial preparation

    Strong organizational skills and attention to detail

    Clear and effective communication skills both oral and written

    Strong computer skills with proficiency in MS Word; EXCEL; GEMS estate tax software desirable

    Must be able to work independently and be proactive

    Must be able to multitask and successfully manage a variety of demands daily

    Ability to integrate into a fast-paced, team-oriented environment

    Ability to maintain/enter billable time

    Candidate must demonstrate a commitment to providing quality client service and adhere to work completion deadlines.

    FBO offers a comprehensive benefits package and is an equal opportunity employer. Salary is competitive and commensurate with experience.