Trusts & Estates Paralegal (NY)

A New York-based law firm seeks for its Midtown office a Trusts & Estates Paralegal with estate administration experience and a strong understanding of NY probate.  NJ probate experience a plus.  Familiarity with HotDocs is strongly preferred.

Responsibilities will include:

• Preparation of probate papers and all aspects of estate administration;
• Preparation of documents relating to trusts and estates, such as: court petitions and related court documents, receipts and releases, resignations, appointment and acceptance of executors or trustees;
• Administration of large database which includes original estate planning documents:  Wills, Trusts, Advance Care Directives, Notes, Agreements, Letters, etc. including maintenance of vaults containing hard copies of those documents;
• Drafting of simple estate planning documents such power of attorney, health care proxies and living wills;
• Organizing and indexing estate planning documents;
• Marshaling of all estate assets;
• All aspects of trust administration, including preparation of documents for funding of trusts;
• Preparation, assembly and organization of federal, NY and NJ estate tax returns plus exhibits and NJ inheritance tax returns;
• Assisting with retrieval of documents for tax audits;
• Filing of formation documents for entities such as limited liability companies and limited partnerships and filing applications to do business in foreign jurisdictions;
• Obtaining tax ID numbers;
• Acting as liaison to the litigation department relating to claims upon an estate or trust; and
• Daily interaction with partners, associates and/or clients, as well as with fiduciary accountants, brokers and financial advisors.

Candidate should possess superior organizational and communication skills, solution-oriented mindset and strong attention to detail and be able to multitask and work independently.  Office hours are 9:30-5:30 and flexibility to work overtime as needed is required.  Competitive salary and comprehensive benefits package offered.