Trusts / Estates Paralegal - NYC

Alchemy Legal - New York City, NY

Trusts / Estates Paralegal - New York

This position is responsible for assisting attorneys in the coordination of all phases of a company’s lifecycle (from formation to liquidation and basic transactions). Success in this role will require positive contact and communication with clients, attorneys and staff, court and state personnel and other professionals and the ability to work seamlessly and effectively as part of a team and independently.

This position will work within our Wealth Planning Department, with responsibilities relating to all stages of business transactions (primarily with LLCs but to a lesser extent with partnerships, S corporations and C corporations), including but not limited to preparation of relevant entity formation documents, and assisting attorneys with IRS filings. The role is comprised of varied work situations of moderate degrees of complexity, and involves regular contact with internal and external clients including firm personnel, firm clients, intermediaries, and other professionals.

Assist lawyers in the preparation of documents for limited liability companies, partnerships and corporations including formations, amendments, contributions, withdrawals, resolutions, organizational charts, mergers and dissolutions;
Maintain a library of electronic and hard copy legal documents;
Complete stock certificates and stock ledgers;
Create and maintain entity binders and minute books;
Provide lawyers with assistance in the preparation for and closing of various business entity transactions;
Work directly with attorneys and clients during closings and business entity transactions;
Prepare audit letters for distribution to auditors and clients;
Prepare closing checklists
Request certificates of good standings
Assist lawyers in the preparation and filing of UCC filings and handle UCC filing search requests;
Assist with the completion and filing of IRS Forms SS-4, 8832, and other similar forms for the purpose of entity registration and classification
Employee Identification Numbers (EINs) for corporations, estates, partnerships and/or limited liability companies
Prepare simple balance sheets and maintain company records and account ledgers
Draft resolutions
Execute certain entity transactions including payment of expenses
Draft letters of instruction
Responsible for coordinating with client family offices, advisors and bankers
Assist with preparation and filing of voluntary disclosure petitions and FATCA registrations
Draft and file various IRS forms for corporations and not for profits
Assist with drafting of estate planning documents
Supervise and / or witness estate plan document execution
Conduct preliminary validation of estate assets and prepare inventory
Prepare forms for the opening of estate bank accounts
Arrange for appraisals and work with accountants to obtain financial information on closely held corporations, partnerships, and sole proprietorships
Assist with documentation regarding asset transfers
Organize documents for preparation of gift tax and federal estate tax returns
Travel to / from State Dept. and Courts to obtain apostiles, certifications and other entity
Perform account administration and maintenance by maintaining check books and other bank and security investment accounts, monitor account records to ensure accuracy and completeness
Assist with administration of trust assets including property management and private client accounts
Assist with the formation of international and domestic trust structure transactions
Assist with formation of PTC's
Perform other job related duties as assigned and assist attorneys when needed.

1. Must possess strong technical skills, including knowledge of Microsoft Word, Excel, Outlook and programs such as File Site and Elite;
2. Strong communication skills, the ability to express self effectively, both orally and in writing; Solid command of the English language including excellent spelling, grammar, punctuation, form and style;
3. Excellent interpersonal skills the ability to establish effective working relationships with colleagues;
4. Knowledge of library operations and records storage procedures for saving and retrieving materials and files;
5. Familiarity with legal terminology pertinent to the area of assignment;
6. Positive, high-energy attitude;
7. Ability to thrive in a demanding, fast-paced environment; and
8. Team player with a strong work ethic.
9. Notary Public

Bachelor’s Degree required and at least 4 Years of paralegal experience, preferably with at least 2 years within a law firm’s Wealth Planning Group.

Compensation will be commensurate with experience, salary is flexible depending on the candidate (they told us to send over candidates with salary expectations).

Prestigious law firm provides great environment and working atmosphere.
To hear more (confidentially of course), please email your resume along with salary expectations.
Thank you!

Phillip Prodehl
Alchemy Legal
Nationwide Legal Recruitment and Placement
[email protected]

Posted On: Thursday, January 10, 2019

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