Trust & Estates Paralegal

New York, NY

Summary

A well-regarded national law firm provides the highest caliber legal expertise to its clients and a collaborative team-oriented environment for its attorneys. The firm believes that a good work/life balance enables it to provide excellent legal service over the long-term. The firm has built a modern practice based on the belief that a healthy life outside the office supports a positive and rewarding legal career and forms the foundation of a lasting firm culture with committed attorneys. It has been consistently ranked as one of the Best Places to Work in New Jersey and intends to continue to support its clients and attorneys as a family.

The firm is seeking a highly skilled, knowledgeable and motivated estate planning paralegal to join the Trusts & Estates Practice Group in providing drafting and preparation of estate planning documents in connection with the firm’s substantial practice. Responsibilities include drafting of documents including wills, trusts, powers of attorney, health care proxies/living wills.

Responsibilities

• Handles all aspects of New Jersey and New York probate, including drafting court forms, petitions and orders applicable with respect to probate proceedings;
• Prepares and files federal and state estate and inheritance tax returns, including working with executors to assemble the decedent’s asset and liability information and valuation work needed for the preparation of estate and/or inheritance tax returns.
• Substantial client interaction with executors and trustees from the inception of an estate through final distribution of assets and funding sub-trusts, as applicable.
• Assist with the administration of lifetime and testamentary trusts, including implementation of trustee changes, waivers and releases of fiduciaries, preparation or review of informal or formal trust accountings.

Qualifications and Requirements

• A minimum of three years of experience as an estate planning paralegal.
• Knowledge, Skills and Abilities:
• Outstanding organizational and time management skills. Delivers excellent work product with close attention to detail.
• Exhibits superior writing and grammar skills to deliver high-quality drafting work with precision in a fast-paced environment.
• Proficiency in the use of Microsoft Office software (Word, Outlook, Excel), and other law office software used by the Trust & Estates Paralegals.
• Excellent communication skills, both written and verbal.
• Ability to work effectively within a team environment and to work proactively.
• Ability to coordinate multiple tasks concurrently.

Compensation: $85,000.00-$130,000.00, plus overtime and bonus

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