Job Description
Job Description
Trusts & Estates Paralegal
Location:New York, NY
Schedule:Hybrid (23 days in-office)
Classification:Non-Exempt
Compensation:Up to $185,000 + comprehensive benefits
SourcePro Search is seeking an experienced and detail-orientedTrusts & Estates Paralegalto support a prestigious law firms New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients.
What Youll Do:
- Manage all aspects ofestate administration, including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests
- Assist with the preparation ofestate planning documentssuch as Wills, Trusts, Powers of Attorney, and Health Care Directives
- Prepare and filefederal and state estate tax returns, including IRS Form 706 and applicable state filings
- FormLLCs, apply forEINs, and prepareReceipt and Release Agreements
- Review and assist withfiduciary accountingsfor estates and trusts
- Maintaincalendars and deadlinesfor estate administration and planning matters
- Ensure efficient handling of filings with Surrogates Courts and other government agencies
What Youll Bring:
- Bachelors degree required
- 5+ years of Trusts & Estates paralegal experiencein a law firm setting
- Deep knowledge ofestate administration, trust administration, and estate tax preparation
- Proficiency withMicrosoft Officeand experience withOne Source (FPS),HotDocs, andSurrogates Courtelectronic filing systems
- Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors
- A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure
- Flexibility to work overtime when necessary
- A high degree of accuracy, confidentiality, and professionalism in all work
If you are a motivated, highly skilled Trusts & Estates Paralegal seeking your next career move in New York, we want to hear from you. Apply today to join a team known for its excellence in estate and trust law.