Paralegal - Trust and Estates
Goodwin Recruiting, New Providence, NJ, United States
Paralegal, Trusts & Estates | New Providence, NJ
$85K$110K + Bonus Potential
If you are a trusts and estates paralegal who enjoys working on
complex, high-level planning , not just basic document prep, this is the kind of role that keeps you challenged and growing.
This expanding boutique practice is known for its sophisticated work with high-net-worth individuals and families. They are adding to the team due to growth, not turnover, which means you are stepping into a stable, respected environment where your skillset will be valued and your voice heard.
You will be working side-by-side with experienced attorneys on advanced estate planning strategies that directly impact clients legacies. This is not a back-office role. You will be deeply involved in the process, trusted with meaningful work, and given the opportunity to elevate your expertise.
Why This Role Stands Out
You will work on
complex, multi-generational estate plans , not repetitive, transactional work.
You will have
direct visibility with attorneys and clients , not be buried behind layers.
You will be part of a
collaborative, high-performing team
that values precision and professionalism.
You will continue to
learn and grow
through hands-on experience and mentorship.
What You Will Be Doing
Draft and review sophisticated estate planning documents, including trusts, wills, partnerships, and advanced structures
Partner closely with attorneys to execute complex estate planning strategies for high-net-worth clients
Serve as a key point of contact for clients, ensuring a high-touch, responsive experience
Coordinate with financial advisors, accountants, and appraisers as part of the planning process
Support trust funding and estate administration, including asset transfers and beneficiary coordination
Conduct research on estate, gift, and GST tax matters to support planning strategies
Manage detailed case files, track deadlines, and ensure accuracy across all documentation
Assist with execution and proper filing of critical estate planning documents
What They Are Looking For
4+ years of paralegal experience, ideally in trusts and estates or estate administration
Strong drafting experience across estate planning documents
Working knowledge of trust structures and estate and gift tax concepts
Experience supporting high-net-worth or complex client matters is highly preferred
Proficiency with legal software (Clio, HotDocs, or similar) and Microsoft Office
Strong organizational skills with exceptional attention to detail
Polished communication skills and a client-first mindset
Ability to manage multiple priorities in a fast-paced, detail-driven environment
Compensation & Benefits
$85,000$110,000 base salary , depending on experience
Performance-based bonus potential
Comprehensive medical, dental, and vision coverage
401(k) with employer contribution
Generous PTO and paid holidays
Ongoing mentorship and professional development opportunities
A supportive, team-oriented culture that values high-quality work and collaboration
$85K$110K + Bonus Potential
If you are a trusts and estates paralegal who enjoys working on
complex, high-level planning , not just basic document prep, this is the kind of role that keeps you challenged and growing.
This expanding boutique practice is known for its sophisticated work with high-net-worth individuals and families. They are adding to the team due to growth, not turnover, which means you are stepping into a stable, respected environment where your skillset will be valued and your voice heard.
You will be working side-by-side with experienced attorneys on advanced estate planning strategies that directly impact clients legacies. This is not a back-office role. You will be deeply involved in the process, trusted with meaningful work, and given the opportunity to elevate your expertise.
Why This Role Stands Out
You will work on
complex, multi-generational estate plans , not repetitive, transactional work.
You will have
direct visibility with attorneys and clients , not be buried behind layers.
You will be part of a
collaborative, high-performing team
that values precision and professionalism.
You will continue to
learn and grow
through hands-on experience and mentorship.
What You Will Be Doing
Draft and review sophisticated estate planning documents, including trusts, wills, partnerships, and advanced structures
Partner closely with attorneys to execute complex estate planning strategies for high-net-worth clients
Serve as a key point of contact for clients, ensuring a high-touch, responsive experience
Coordinate with financial advisors, accountants, and appraisers as part of the planning process
Support trust funding and estate administration, including asset transfers and beneficiary coordination
Conduct research on estate, gift, and GST tax matters to support planning strategies
Manage detailed case files, track deadlines, and ensure accuracy across all documentation
Assist with execution and proper filing of critical estate planning documents
What They Are Looking For
4+ years of paralegal experience, ideally in trusts and estates or estate administration
Strong drafting experience across estate planning documents
Working knowledge of trust structures and estate and gift tax concepts
Experience supporting high-net-worth or complex client matters is highly preferred
Proficiency with legal software (Clio, HotDocs, or similar) and Microsoft Office
Strong organizational skills with exceptional attention to detail
Polished communication skills and a client-first mindset
Ability to manage multiple priorities in a fast-paced, detail-driven environment
Compensation & Benefits
$85,000$110,000 base salary , depending on experience
Performance-based bonus potential
Comprehensive medical, dental, and vision coverage
401(k) with employer contribution
Generous PTO and paid holidays
Ongoing mentorship and professional development opportunities
A supportive, team-oriented culture that values high-quality work and collaboration