Paralegal – Wealth Preservation

Full-time; non exempt

Wealth Preservation Paralegals are responsible for managing complex matters and/or complex projects and work under the direct supervision of an attorney.  Wealth Preservation Paralegals are expected to perform at a high level of productivity, effectiveness and competence. This position may include responsibility for the assimilation, mentoring, training and supervision of other paralegals and support personnel.  




  • Obtain letters of administration, testamentary, guardianship and trusteeship;
  • Assist with bonding process for administrators, executors, guardians and trustees; 
  • Maintain and prepare fiduciary accountings;
  • Manage estate administration process (including calendaring and coordination of document collection process with clients);
  • Prepare state and federal tax returns (including income, estate, inheritance and gift tax returns);
  • Prepare estate and trust settlement agreements, refunding bonds and releases;
  • Prepare surrogate court filings;
  • Calculate fiduciary commissions;
  • Prepare and conduct necessary financial audits for government benefit applications, including Medicaid and the New Jersey Division of Developmental Disabilities;
  • Prepare government benefit redeterminations and informal accountings;
  • Calendar government benefit applications, manage verification process and coordinate document collection process with clients;
  • Prepare estate planning documents including last wills and testament, powers of attorney, living wills, and trusts under attorney supervision; and
  • Assist clients to fund trusts and retitle assets.




  • Demonstrated ability to consistently provide premium client service in a cost-effective manner.  
  • Demonstrated ability to draft client-related documentation specific to assigned practice area, including but not limited to, correspondence, pleadings, closing papers, factual research memoranda, budgets, discovery and motion papers.  
  • Demonstrated proficiency in performing factual investigation and research.
  • Demonstrated ability to understand, interpret and apply court rules.
  • Ability to meet with or interview clients, experts and witnesses.
  • Proficiency in project management, including estimating time needed to complete projects.
  • Ability to adhere to general office policies and procedures.
  • Assist in training, orientation and mentoring of Paralegals and other support personnel.  
  • Provide or supervise general clerical support, including filing and indexing.
  • Proficiency in time keeping best practices.
  • Proficiency in using firm equipment, including but not limited to, telephones, photocopy machines, fax machines, binding machines and computers.
  • Proficiency on all applicable firm computer programs.
  • Perform other work-related duties as assigned.  




  • Bachelor’s degree required.
  • Paralegal Certificate, from an ABA-approved program, preferred.
  • Project management experience or training preferred.
  • A minimum of three (3) years of relevant experience.
  • Demonstrated mastery of practice area skills, professional skills, and knowledge of internal operations sufficient to handle routine matters within individual area of authority using discretion and initiative.
  • Strong verbal, written, analytical, organizational and interpersonal skills.
  • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload.
  • Flexibility in schedule to travel on company/client-related business.
  • A valid driver’s license and/or ability to transport oneself to off-site project locations independent of mass transit.


We are an equal opportunity employer.  Women and minorities are encouraged to apply.  



Job Application

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