Trust & Estates Paralegal

Description:

An AmLaw100 law firm is actively seeking an experienced Trust & Estates Paralegal to join its New York office. This is a fantastic opportunity for a seasoned paralegal who excels in estate planning, estate administration, and trust management.

The successful candidate will play a critical role in supporting attorneys with tax preparation, probate filings, estate planning documentation, factual research, and client communications. The role requires an exceptional eye for detail, strong organizational skills, and the ability to work independently while maintaining 1,500 billable hours annually.

Key Responsibilities:

✅ Prepare various types of tax returns, including individual income, estate and trust income, gift, estate, and Generation-Skipping Transfer (GST) tax returns.
✅ Draft and file probate documents (experience with Illinois probate preferred).
✅ Prepare estate and trust accountings, while analyzing and organizing related documents and records.
✅ Conduct factual research related to assets, liabilities, asset titling, claims, valuations, and any matter pertaining to estates and trusts.
✅ Perform legal and tax research using online resources and legal libraries.
✅ Draft and review estate planning documents such as wills, trusts, and powers of attorney.
✅ Assist with business transactions linked to estate planning.
✅ Prepare corporate, partnership, and LLC agreements, including resolutions and legal documentation; liaise with the Corporate Maintenance Team to ensure all records and minute books are up to date.
✅ Handle governmental, agency, and court filings.
✅ Directly communicate with clients regarding estate matters.
✅ Maintain a docket system tracking all relevant dates for estates, trusts, and court hearings.
✅ Maintain 1,500 billable hours annually.

Qualifications & Requirements:

✔️ Bachelor’s degree required.
✔️ Minimum of 5 years’ experience working as a paralegal in a law firm or specialized litigation practice.
✔️ ABA-approved paralegal certificate preferred.
✔️ Expertise in tax preparation, estate planning, and estate administration highly preferred.
✔️ Accounting experience is a plus.

Work Schedule:

🏢 Hybrid Role – Onsite 3 days per week, with flexibility for remote work on other days.

Compensation:

💵 Annual Salary: $160,000 - $200,000
💵 Estimated Monthly Salary: $13,333 - $16,666