Job Description
Job Description
Trusts & Estates Paralegal
Location:New York, NY (3 days in-office)
Classification:Non-Exempt
Work Schedule:Hybrid 3 days onsite, 2 days remote
We are seeking a highly experienced and agileTrusts & Estates Paralegalto join our team in New York. This role requires someone who thrives in a fast-paced environment, has deep experience in all phases of estate and trust administration, and can seamlessly support multiple attorneys with varying needs and personalities.
What Youll Do:
- Handleprobateandestate administrationfrom start to finish, including preparing and filing petitions
- PrepareIRS Form 706andNY Form ET-706, and coordinate supporting documentation
- Draft legal documents such asReceipts and Releases,LLC formation documents, anddeeds
- ObtainEINs, openestate and trust bank accounts, and prepare required documentation for brokerage transfers and vehicle title changes
- Communicate with clients regarding estate matters, including difficult conversations around tax obligations
- Order and compiledate-of-death valuationsfor various estate assets
- Manage and prioritize constant requests from multiple attorneys
- Support ongoing tasks with professionalism, discretion, and a client-service mindset
What Youll Bring:
- Minimum 5+ yearsof experience as a Trusts & Estates Paralegal in a law firm setting
- Strong working knowledge of probate procedures and Surrogates Court filings
- Proficiency in preparing federal and state estate tax returns (Form 706, ET-706)
- Experience drafting basic estate and trust documents, forming entities (LLCs), and preparing deeds
- Confidence to handle sensitive family and tax conversations with empathy and clarity
- Ability to juggle competing priorities from multiple attorneys while maintaining high-quality work
- Exceptional communication, organization, and multitasking skills
- Proficiency with Microsoft Office Suite and legal document management systems
- Bachelor's degree and/or Paralegal Certificate preferred