Trusts & Estates Paralegal


The downtown New York office of a premiere law firm seeks a Trusts and Estates Paralegal with about 2-3 years of experience.


Trusts & Estates:

  • Maintain Will and healthcare lists
  • Maintain various ledgers for trusts.
  • Maintain GRAT lists; update attorneys on deadlines.
  • Assist Attorney’s in probate administration
  • Estate duties arranging documentation necessary to maintain records
  • Drafting of probate filings and all probate related documentation, including receipt and releases.
  • Ensure that legal documents are processed and handled in a timely and efficient manner in order to comply with appropriate regulations and deadlines, correspond with courts re status of filings
  • Gather tax information and prepare inheritance tax return
  • Assist Fiduciary accountant in gathering financial information for accountings and tax returns.
  • Responsible for the management, coordination, and administration of all aspects of trust accounts which include, but may not be limited to, revocable and irrevocable trusts under wills and other accounts
  • Responsible for gathering information re insurance trust payments; updating trust ledger and preparing crummy notices for all insurance trusts
  • Track and pay the quarterly estimated taxes for trusts.
  • Request and forward payments from trust accounts

Foundation Duties

  • Review requests, research charitable status of entities, prepare correspondence requesting check requests; forwarding checks.
  • Maintain grant and pledge lists for each foundation; forward the same to President of foundation for review.
  • Review all foundation mail
  • Correspond with financial advisors refunds and update attorneys re the same.
  • Gather information for 990PF return.


The position is for a small department and under the supervision of a partner and senior associate. We need someone capable of keeping track of deadlines and meeting them on his or her own. A candidate must have a Bachelor’s degree and at least  2-3 years of experience in the practice area at a major law firm; must be proficient with Microsoft Word, Excel, Outlook, Powerpoint, e-filing, FileSite or DeskSite.



Job Type: Full-time

Salary: Competitive based on experience

Date Active: 6.14.2019

Exempt/Not Exempt: Not Exempt

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