Trust & Estates Paralegal

Full-Time 

Hybrid

New York, NY 

Salary: $140,000 - $200,000 DOE

A highly respected private client law firm is seeking an experienced Trusts & Estates Paralegal to join its growing New York office. This newly created position offers the opportunity to work closely with attorneys serving high-net-worth individuals, families, family offices, entrepreneurs, and privately held businesses on sophisticated estate planning, estate administration, trust administration, and tax matters.

This is an excellent opportunity for a paralegal who enjoys handling substantive trusts and estates work in a collaborative, client-focused environment.

• Assist attorneys with the preparation of sophisticated estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.• Prepare probate and estate administration filings for New York Surrogate's Courts.• Draft estate administration documents and assist with all phases of estate settlement.• Coordinate the transfer of estate assets and administration of beneficiary distributions.• Prepare trust accountings, receipt and release agreements, and beneficiary communications.• Assist with trust administration, including administration of life insurance trusts and preparation of withdrawal right notices.• Prepare initial drafts of federal estate and gift tax returns.• Obtain Taxpayer Identification Numbers (TINs) and support tax compliance matters.• Conduct legal research related to trusts, estates, probate, and tax issues.• Maintain and organize confidential client files and estate records.• Communicate with clients, financial institutions, accountants, fiduciaries, and court personnel.• Coordinate estate asset inventories and valuations.• Assist with the formation of LLCs and preparation of organizational documents and operating agreements.

• Minimum of 4 years of Trusts & Estates Paralegal experience within a law firm environment.• Strong knowledge of New York estate planning, probate, and trust administration procedures.• Experience preparing probate petitions for New York Surrogate's Courts.• Thorough understanding of estate administration, including asset transfers, creditor claims, and beneficiary distributions.• Experience administering trusts and preparing trust accountings.• Familiarity with federal estate and gift tax return preparation.• Experience with business entity formations, including LLCs.• Proficiency with legal research platforms and trusts and estates software programs.• Strong Microsoft Office skills, including Word, Excel, PowerPoint, and Teams.• Excellent organizational, communication, and client service skills.• Ability to manage multiple priorities while maintaining exceptional attention to detail.• Professional, dependable, and team-oriented approach.

• Opportunity to work on sophisticated domestic and international private client matters.• Stable and growing practice with strong long-term career potential.• Collaborative and highly professional work environment.• Exposure to high-net-worth and ultra-high-net-worth estate planning and administration matters.

Qualified candidates are encouraged to apply for immediate and confidential consideration.