Trusts & Estate Paralegal – 7+ Years Experience

Trusts & Estate Paralegal – 7+ Years Experience

Highly regarded and busy Trusts and Estates practice of a foundational firm, servicing family offices and HNW individuals, is seeking a paralegal with a minimum of seven (7) years of experience executing all aspects of estate and trust administration . This is an opportunity to work in concert with a rainmaker and others at the firm, as the generational shift of wealth in their clients moves forward.

Ideal candidate will be responsible for the drafting of probate and other petitions to the Surrogate’s Court and electronic filing of documents with the Court; In addition, establishing and maintaining estate accounts as well as collecting and transferring of decedent’s assets; Also, arranging for appraisals of estate assets, preparing court inventories, gift and estate tax returns, fiduciary accountings, and receipt and release agreements; Filing of tax returns and all other aspects of estate and trust administration.

The firm is undergoing a well thought out succession plan and generational change, enabling it to position itself as a resource for their clients and forward thinking workplace for its employees. Generous compensation (90K-110K+) depending on experience, along robust benefits package and bonus eligibility is available. Top tier computer, writing and proofreading skills are required. Positive and professional interpersonal manner with the ability to create and gain trust of clients, partners and others is preferred.

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