Trusts & Estates Paralegal

 

Location: Long Island, New York 

Compensation & Benefits: Base salary up to $120,000 plus Bonus, Medical, Dental and Vision benefits, generous vacation and sick/personal days, paid holidays, 401K, and more!

Organization: Renowned New York Law Firm

 

KEY RESPONSIBILITIES:

  • Responsible for all aspects of estate planning and estate and trust and administration

  • Prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates

  • Prepare Federal and New York estate tax returns

  • Prepare beneficiary designation forms and asset transfer forms

  • Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy” notices, and management of trust bank accounts for payment of premiums

  • Prepare federal estate tax returns and appropriate state estate tax returns

  • Manage client contact information, letters, e-mails, estate planning documents and asset lists

  • Collect and run a valuation of assets, payment of debts and bequests

  • Prepare and file federal and state tax returns

  • Prepare informal estate and trust accounting

  • Prepare receipts and releases

 

REQUIRED SKILLS:

  • 5+ years of Trust & Estates experience within a law firm

  • Bachelor's Degree and/or Paralegal Certificate preferred

  • Excellent interpersonal skills and the ability to work and coordinate for high-profile clients on a regular basis

  • Familiarity with procedures of courts and regulatory agencies required

  • Experience working with tax preparation and accounting software (e.g., OneSource) preferred

  • The ability to work well under pressure and coordinate several activities at once

  • Experience in legal research and locating individuals

  • Ability to draft wills, trusts, powers of attorney, and health care documents is a plus

  • Notary license is a plus

  • Advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint

  • Excellent verbal and written communication skills

  • Ability to work effectively with all levels of staff

  • Highly adaptable, proactive and works well under pressure

Contact

Mary Suneetha
Managing Director
New York, NY  10017

 

Resume Submission Link

 

For additional Trust & Estate and Paralegal jobs in New York Law Firms, please visit: https://tripointsearch.com/jobs/category/paralegal/ 

Trust & Estates Paralegal

 

Location New York City, NY - USA - Midtown Manhattan

 

Compensation Base salary to $115,000+ plus well-paid overtime and generous bonus and Paid Time Off; 401K; Life and AD&D Insurance; Travel Reimbursement, All firm Amenities. Health benefits including Medical, Dental and Vision Coverage and more.  Noted firm culture, offices and work environment

 

Summary  The Trust & Estates Paralegal will work in a team environment assisting Trust & Estate attorneys in all phases of the Trust & Estates life-cycle for a Top AM Law Firm noted as "One of the most desired law firms to work for globally".

 

Duties

  • Handle all trust and estate administration

  • Correspond with clients requesting gift information and monitor the status of gift tax returns; prepare gift tax returns

  • Prepare notices of withdrawal rights relating to gift trusts

  • Prepare life insurance forms transferring ownership and change beneficiaries of life insurance policies

  • Assist in all phases of the administration process from the collection of assets to final distribution to the heirs

  • Prepare probate court documents, schedule hearing dates to open and close the estates

  • Order Letters of Office

  • Monitor deadlines and create calendar of key dates by working with docketing to provide e-mail reminders of upcoming deadlines or hearing dates

  • Work with clients and their advisors to obtain asset information and other documentation necessary to prepare estate tax returns

  • Prepare federal estate tax returns and appropriate state estate tax returns

  • Maintain estate administration files and a complete set of the correspondence, memos and administrative documents

  • Manage client contact information, letters, e-mails, estate planning documents and asset lists

  • Maintain an asset list with corresponding dates of death values

  • Assist with the preparation of any documentation necessary for transferring assets

  • Work with real estate and corporate specialists to transfer assets

  • Prepare documentation relating to organizing private foundations as well as preparing annual meeting minutes and annual reports as needed

  • Assist attorneys with the preparation of federal estate tax returns and related filings

  • Play an active role in helping the Firm to provide legal services of the highest caliber to the clients

 

Required Skills & Experience

  • 5+ years of Trust & Estate paralegal experience

  • Bachelor’s Degree required

  • Ability to travel and work overtime is required

  • Excellent interpersonal skills with a talent for developing rapport with clients, attorneys and co-workers

  • Excellent communication skills

  • The ability to work well under pressure and coordinate several activities at once

  • The initiative to problem-solve

  • The capacity to meet strict deadlines

  • Strong research skills

  • Proficient using computer software and the internet

  • The willingness to make a long-term commitment to the Firm.  The Firm offers career and financial growth, stability and security.  We are seeking someone who wants the same.

 

Contact

Mary Suneetha
Managing Director
New York, NY  10017

Resume e-mail submission link

 

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