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Job Title: Estate & Trust Administration Paralegal

Location: 870 West King St., Suite B, Boone, North Carolina 28607)

Company: Deal, Moseley, di Santi, Garrett & Martin, LLP, a law firm providing a variety of legal services (See: Boone Attorneys | Real Estate, Estate Planning, Civil Litigation | Deal Moseley di Santi Garrett & Martin, LLP)

Job Type: Full-Time

Salary: Commensurate with experience, specific range provided upon inquiry

Overview

We are seeking a proactive, detail-oriented, and experienced Estate/ Trust Administration Paralegal to join our team. In this vital role, you will work closely with our attorneys to manage all aspects of estate and trust administration, ensuring prompt, exceptional client service. The ideal candidate is a certified estate paralegal or has strong experience in estates and trusts.

Key Responsibilities

• Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration.
• Draft trust documents to manage trust assets, complete (and file, when applicable) necessary paperwork.
• Draft and file probate filings with applicable Clerk of Court (e.g., inventories, accountings, notices to creditors, etc.).
• Communicate directly with clients, trustees, beneficiaries, financial institutions, creditors and court personnel to gather information and provide updates.
• Organize and maintain physical and electronic files and client data.
• Manage deadlines with attorneys to ensure efficient, timely administration.

Qualifications and Skills

• Experience/ Education: Minimum of 3-5 years of experience with a specific focus on estate and trust administration, probate and/ or estate planning.

Experience in estates and trusts is valued over a specific degree; completion of an ABA-approved paralegal program, or an equivalent combination of education and experience is a plus.

• Technical Proficiency:
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity e-filing systems preferred, but training available.
• Core Competencies:
• Exceptional attention to detail and strong proofreading skills.
• Excellent written and verbal communication abilities (including with busy supervising attorneys) and clients.
• Strong organizational skills with the ability to manage multiple matters/ estates concurrently and work independently.
• Other License/Certification: Must have a Notary Public commission in North Carolina or be willing and eligible to obtain one upon hire.

Benefits

We offer a competitive salary (specifics available on inquiry) and benefits package that includes:

• 36-hour work week (one half-day off per week)
• Health coverage available- details upon inquiry; dental, vision and other affordable add-on plans available at employee election
• 401(k) with company match up to 4%
• Paid time off (includes sick and vacation leave)
• At least 11 paid holidays

How to Apply

Interested candidates should submit a resume and a cover letter detailing their relevant experience to Jim Deal and Chelsea Garrett as follows: ;

Deal, Moseley, di Santi, Garrett & Martin, LLP is an Equal Opportunity Employer

Trust & Estate Paralegal (Newark, New Jersey) 2 days remote

A leading Newark law firm seeks an experienced and detail-oriented Trust & Estates Paralegal to support attorneys in its Tax, Trusts & Estates practice. This role requires strong paralegal and accounting skills, accuracy, and the ability to work independently with clients and third parties.

Hybrid 2 days remote

Must have 2 years or more of Trust & Estate Paralegal Experience. Must have financial knowledge

of Estate Finances.

• Manage estate and trust fiduciary accounts and checkbooks
• Prepare checks for expenses, distributions, and disbursements
• Reconcile bank statements and maintain accurate records
• Coordinate with attorneys to ensure timely payment of invoices
• Assist with internal accounting systems and process improvements

Client & File Management

• Communicate with clients, beneficiaries, and professionals
• Maintain organized and up-to-date client files

Estate & Trust Administration

• Gather and analyze probate and non-probate asset information
• Prepare asset inventories and assist with estate accountings
• Track trust income, expenses, distributions, and beneficiaries
• Organize documentation for estate and inheritance tax filings (IRS Form 706, NY ET-706, NJ IT-R, etc.)

Analysis & Projections

• Assist with estate tax projections and administration cost estimates in coordination with attorneys

General Support

• Draft routine correspondence and assist with court filings
• Use Microsoft Word, Excel, Outlook, and iManage

Qualifications

• 2+ years of Trust & Estates bookkeeping experience in a law or accounting firm
• Associate’s or Bachelor’s degree, or Paralegal Certificate

Donahue Fitzgerald is a highly respected and growing law firm with a strong commitment to providing exceptional legal services to our clients. Our Trusts and Estates Litigation practice is a cornerstone of our firm, recognized for its sophisticated handling of complex and high-stakes disputes. We pride ourselves on a collaborative environment, professional development opportunities, and a commitment to work-life balance. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

We are seeking a highly motivated and experienced Trust & Estates Litigation Attorney to join our dynamic team. The ideal candidate will have 5+ years of dedicated experience in trust, estate, and conservatorship litigation in California. This role offers the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal.

We believe in rewarding hard work. Our attorneys have a minimum billable hour requirement of 1,610 hours per year. For those who meet or exceed this goal, our tiered bonus program provides a clear path to increase your earnings significantly.

The annual base salary for this position is $165,000 to $195,000. Depending on billable hours, total compensation can range from $207,000 at the lower end of the salary range to $245,000 at the higher end.

Job Duties and Responsibilities:

Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to:

• Will and trust contests (e.g., undue influence, lack of capacity, fraud)
• Breach of fiduciary duty claims against trustees, executors, and conservators
• Petitions for instructions and accountings
• Spousal property petitions
• Elder abuse actions (financial and physical)
• Conservatorship contested matters
• Probate and trust administration disputes
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

Qualifications:

• Juris Doctor (J.D.) degree from an ABA-accredited law school.
• Active membership in good standing with the California State Bar.
• 5+ years of demonstrable experience specializing in California Trust & Estates Litigation.
• Strong understanding of the California Probate Code, related statutes, and case law.
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court.
• Excellent analytical, research, and problem-solving skills.
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment.
• Strong interpersonal skills and a client-focused approach.
• Experience with trial preparation and courtroom advocacy is highly preferred.
• A proven track record of successfully resolving complex litigation matters.
• Ability to work a hybrid schedule of 3 days in the office after completing 90 days of employment.

What We Offer:

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professional development opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

To Apply: Interested candidates should submit a cover letter detailing their relevant experience and interest in this position, along with a resume and writing sample (e.g., legal brief, motion, or significant portion of a pleading) demonstrating their litigation drafting skills.

Please send your application materials to with the subject line: Trust & Estates Litigation Attorney.

Donahue Fitzgerald LLP is an Equal Opportunity Employer.

The salary range for this position applies to California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current salary range for this position is $165,000 to $195,000.

Trusts & Estates Associate | Manhattan, NY (In-Office) – Base Salary $225,000+

Trusts & Estates Associate Location/Schedule: Manhattan, NY (100% In-Office – Heart of Midtown) Base Salary: $225,000+ (commensurate with experience; bonuses and full package competitive) Practice: Trusts & Estates – Comprehensive estate planning, trust administration, fiduciary matters, tax controversies, charitable planning, business succession, and multi-jurisdictional wealth strategies for high-net-worth individuals, families, and institutions

What stands out about this opportunity:

• Unrivaled Boutique Dominance: Elevate your career at NYC's premier Trusts & Estates boutique—Brick & Patel LLP—where hyper-specialized focus delivers unmatched depth and impact, free from the distractions of broader firm practices, allowing you to master complex wealth matters at the highest level.
• Elite, High-Net-Worth Clientele: Represent ultra-high-net-worth families, fiduciaries, financial institutions, and businesses in sophisticated, multi-generational planning—gaining exposure to intricate strategies involving tax optimization, asset protection, and cross-border elements that few practices can match.
• Multi-State Expertise Advantage: Harness the firm's proven reach across New York, New Jersey, Connecticut, Pennsylvania, and Florida, equipping you with portable, high-value skills in diverse jurisdictions and positioning you as a go-to expert in regional wealth disputes and planning.
• True Mentorship & Partnership Path: Thrive in a lean, collaborative team led by seasoned attorneys (including former judges and top practitioners), where you'll receive hands-on guidance, substantial autonomy from day one, and clear advancement to partnership for those who excel in this merit-driven environment.
• Premium Compensation in Prime NYC Setting: Command a strong $225,000+ base enhanced by performance incentives and top-tier benefits, all while immersing yourself in Manhattan's vibrant legal ecosystem from a prestigious Midtown location that blends prestige with real work-life integration.

Core Requirements (Flexibility for Exceptional Candidates):

• JD from an accredited law school and active New York State Bar admission (additional jurisdictions a plus, especially NJ, CT, PA, or FL).
• 3+ years of relevant trusts & estates experience, ideally in planning, administration, tax controversies, charitable giving, or fiduciary matters.
• Strong proficiency in drafting trusts/wills, tax analysis, client counseling, and handling complex estate matters with precision and discretion.

No one fits every box perfectly—if you're passionate about high-end trusts & estates and close on experience, let's connect confidentially! This is one of several similar roles I'm handling.

If this aligns with your vision for sophisticated wealth work, reach out for a quick, private discussion.

working/work at home options are available for this role.

Please connect with me on LinkedIn as well @Brigitte (Briceida) Nash (formerly Talley)

Job Title: Corporate Trust Securities Associate or Counsel

Location: New York, NY

Salary/Payrate: $ Great benefits!!!

Work Environment: In Office

Term: Permanent / Fulltime

Bachelor’s degree required: Yes

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

Job Description

Our client is seeking a mid-to-senior level Corporate Trust/Securities associate or counsel for its expanding Corporate Trust practice for its law firm practice.

Key Responsibilities:

• Trust Indenture Act qualified transactions
• Rule 144A and Reg S offerings
• Debt restructurings
• Corporate and municipal bond financings
• Asset-backed and mortgage-backed securitizations
• Insurance linked products
• Cross-border transactions
• Project finance transactions
• Secured high-yield debt transactions
• Third-party agency appointments

This person will be responsible for drafting, reviewing and/or negotiating a variety of corporate documents including offering documents, indentures, credit agreements, trust agreements, collateral agency agreements, depositary agreements, security agreements, mortgages, control agreements, servicing agreements, administration agreements and ancillary documents thereto. The candidate will report to several partners in the group and will be exposed to a variety of areas in our corporate trust practice. The associate or counsel will have immediate interaction with clients and opposing counsel and will be responsible for assisting partners with closings.

Requirements:

• 3+ years of Corporate Trust experience
• Large firm Corporate Trust/Securities experience.
• Licensed to practice in New York.
• A member in good standing of the New York Bar Association.
• J.D. from an accredited law school with a strong academic record.
• Highly motivated with substantial growth potential.
• Superior written and verbal communication skills.
• Strong organizational skills with attention to detail.
• Ability to prioritize, multi-task, and work well under pressure.
• Have a professional demeanor with excellent judgment and willingness to take initiative.
• Ability to work both independently and collaborate as part of a larger team.

LHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail‐oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment.

The Trust & Estates / Corporate Legal Secretary provides high‐level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters.

Essential Job Duties:

• Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials
• Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments
• Support preparation of corporate documents such as agreements, bylaws, and capitalization tables
• Draft document "shells" and locate sample documents within the firm's document management system
• Troubleshoot and correct formatting issues in legal documents
• Maintain client files in both electronic and hard‐copy formats and prepare new matter documentation
• Open new matters for assigned attorneys, including preparation of file opening forms
• Manage attorney calendars, deadlines, and meeting scheduling (virtual and in‐person)
• Track and manage attorney CLE records
• Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination
• Manage correspondence with clients and outside counsel
• Notify attorneys of incoming mail and packages
• Coordinate workflow and prioritize assignments to ensure deadlines are consistently met
• Arrange attorney travel and reservations as needed
• Reserve conference rooms, arrange equipment, and coordinate catering for meetings

Qualifications & Requirements:

• Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred
• Bachelor's degree preferred
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
• Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients
• Excellent written and verbal communication skills
• High level of professionalism and discretion; ability to maintain confidentiality at all times
• Strong judgment and common‐sense problem‐solving abilities
• Ability to handle routine responsibilities while navigating sensitive or complex assignments
• Flexibility to work overtime as needed
• Consistent punctuality and dependable attendance
• Notary Public status strongly preferred

Location: Westlake Village, CA — 100% onsite

Pay: This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

Kozusko Harris Duncan, a boutique private client firm with offices in Washington, DC, New York City, New Haven and Chicago, has openings in its New York office for a Junior to Mid Level Associate. Ideal candidate would have a minimum of 2 years of sophisticated law firm experience in tax and/or trust and estate planning for domestic and/or cross-border ultra-high net worth individuals and families. LLM. in tax desirable. However, we would also consider an applicant with an alternate career path and a demonstrated interest in the tax and/or trust and estate planning field.

Comp Range

$175,000-$250,000

Email resume to

Estates & Trust Paralegal

Job Summary:

The Paralegal will work with attorney(s) in preparing estate planning documents, such as wills, trusts, powers of attorney and health care directives, and documents needed to fund trusts such as deeds and assignments. Works with clients to understand their intentions as to their assets, coordinates beneficiary designations and works with financial institutions to update beneficiaries and reflect title to accounts to meet the client's intentions.

Essential duties and responsibilities:

· Meets with attorneys, clients, and other professionals to discuss assigned cases or projects.

· Drafts legal documents including wills, trusts of various types, powers of attorney and health care directives

· Prepares, organizes, stores, and retrieves information gathered to coordinate assets.

· Familiar with legal document management systems.

· Assists attorneys with client meetings.

· Develops and maintains records regarding billable hours.

· Performs other duties as assigned.

Required skills and abilities:

· Excellent verbal and written communication skills.

· Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters.

· Excellent interpersonal and customer service skills.

· Excellent organizational skills and attention to detail.

· Excellent time management skills with a proven ability to meet deadlines.

· Strong analytical and problem-solving skills.

· Ability to function well in a high paced and at times stressful environment.

· Ability to maintain confidentiality, and to exercise discretion and good judgement.

· Self-starter that works well in a small group or independently.

· Proficient with Microsoft Office Suite or related software.

Education, experience, and physical requirements:

· Associate degree in Paralegal Studies or related field required, bachelor's degree in paralegal studies or related field preferred.

· Some related experience is preferred. Experience working with Medicaid trusts or Medicaid compliance matters is a plus.

· ABA approved Paralegal program preferred.

· Prolonged periods of sitting at a desk and working on a computer.

· Lifting of up to fifteen pounds at times.

Salary Range: $45,500 - $60,000, depending on qualifications

Looking for a firm with that will give you the chance to do get face time with big-time clients and work with the top trust & estate lawyers in the state?

About Us

Our client is a boutique Texas firm celebrating 25 years of sophisticated trust, estate, and probate representation. With offices in Houston, Dallas, and Austin, we've served over 6,300 clients — from young families drafting their first wills to executors managing $100M estates. Our attorneys are Board Certified in Estate Planning and Probate Law, a distinction held by fewer than 3% of Texas attorneys.

The Role

We're looking for a knowledgeable and client-focused attorney to handle a well-rounded docket including estate planning (wills, trusts, powers of attorney), probate administration, guardianship, fiduciary services, and estate and trust litigation.

What We're Looking For

• Texas bar license (required)
• 2+ years of experience in trusts, estates, or probate
• Compassionate, client-first approach
• Board Certification in Estate Planning & Probate a plus

Why this role?

• Established boutique firm with a 25-year track record
• Complex, high-value matters across all three major Texas markets
• Collaborative team of 12 attorneys with deep subject matter expertise

Compensation + Benefits

• Base Salary + commission
• IRA plan with company contribution
• Medical, vision, and dental insurance
• 401k