Trusts & Estates Paralegal
SourcePro SearchNew York, NY, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionMinimum 5+ years of experience as a Trusts & Estates Paralegal in a law firm setting Strong working knowledge of probate procedures and Surrogate’s Court filings Proficiency in preparing federal and state estate tax returns (Form 706, ET-706) Experience drafting basic estate and trust documents, forming entities (LLCs), and preparing deeds Confidence to handle sensitive family and tax conversations with empathy and clarity Ability to juggle competing priorities from multiple attorneys while maintaining high-quality work Exceptional communication, organization, and multitasking skills Proficiency with Microsoft Office Suite and legal document management systems Bachelor's degree and / or Paralegal Certificate preferred
Job Description
Job Description
Trusts & Estates Paralegal
Location : New York, NY (3 days in-office)
Classification : Non-Exempt
Work Schedule : Hybrid – 3 days onsite, 2 days remote
We are seeking a highly experienced and agile Trusts & Estates Paralegal to join our team in New York. This role requires someone who thrives in a fast-paced environment, has deep experience in all phases of estate and trust administration, and can seamlessly support multiple attorneys with varying needs and personalities.
What You’ll Do :
- Handle probate and estate administration from start to finish, including preparing and filing petitions
- Prepare IRS Form 706 and NY Form ET-706 , and coordinate supporting documentation
- Draft legal documents such as Receipts and Releases , LLC formation documents , and deeds
- Obtain EINs , open estate and trust bank accounts , and prepare required documentation for brokerage transfers and vehicle title changes
- Communicate with clients regarding estate matters, including difficult conversations around tax obligations
- Order and compile date-of-death valuations for various estate assets
- Manage and prioritize constant requests from multiple attorneys
- Support ongoing tasks with professionalism, discretion, and a client-service mindset
What You’ll Bring :
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Paralegal • New York, NY, US