Trusts/Estates Paralegal – New York, NY
The Trust and Estates Paralegal will work with our Trusts and Estates practice group to assist with estate and trust administration and IRS and state agency filings. Day to day responsibilities will include:
? Preparing and filing probate forms in New York, New Jersey and Connecticut and dealing with
Surrogate’s Court personnel.
? Arranging for the valuation of assets.
? Opening and closing estate and trust accounts.
? Arranging for estate and trust distributions and bill payments.
? Preparing estate and gift tax returns and accountings.
? Drafting receipts and releases.
? Drafting cover letters.
? Tracking due dates in estate and trust matters.
? Filing entity formation documents in Delaware.
? Attending execution of wills and trust documents.
Skills needed to be successful:
? Bachelor’s degree or equivalent experience and at least two years of paralegal experience is
required; experience working for a law firm is strongly preferred.
? The ideal candidate will be highly organized, possess excellent proofing and communication
(oral and written) skills; the ability to multitask in a fast-paced environment; a very strong
attention to detail; and a professional demeanor.
? Strong interpersonal skills with the ability to work closely and build relationships with lawyers,
clients and staff to achieve results. Requires a high level of collaboration with attorneys and staff
and the ability to exercise independent judgment.
? Strong computer skills including proficiency in Word, Excel, PowerPoint and using the internet is
a must. Working knowledge of iManage or other filing databases and web technology would be
Compensation will be commensurate with experience, salary is flexible depending on the candidate
Prestigious law firm provides great environment and working atmosphere.
To hear more (confidentially of course), please email your resume along with salary expectations.
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