Trusts and Estates Paralegal
$70k - $90kCravath, Swaine & Moore LLP
OVERVIEW The Trusts & Estates Paralegal works individually, within the Trusts & Estates group, to assist attorneys in the administration of estates and trusts, and works on various projects under attorney supervision. RESPONSIBILITIES Prepares petition and related papers to probate clients’ wills; Compiles exhibits to Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return and Form 709, the United States Gift Tax Return; Creates first drafts of various T&E practice documents including by not limited to: cover letters, powers of attorney, health care proxies, living wills, unanimous written consents, bills, summaries of wills and trust agreements, trustee appointment/resignation/removal instruments, Crummey notices, promissory notes, GRAT agreements, various ancillary GRAT documents, and debt forgiveness letters; Creates execution versions of various documents for signature including proofing for spelling errors, formatting, pagination, correct numbering of sections, cross-references, etc.; Assists with administration of trusts by keeping track of trust information, including trust assets, current trustees, grantor trust status, GST-exempt status, etc.; Plays an active role in helping the Firm to provide our clients with legal services of the highest caliber; Conducts research and compiles corporate information and precedent binders; Frequently interacts with partners, associates and clients; and Performs other duties, as assigned. QUALIFICATIONS Bachelor's degree with high academic standing; 2-5 years of relevant experience preferred; Experience supporting Trust & Estates attorneys highly desired; Excellent communication and organizationalskills; The ability to work well under pressure and coordinate several activities at once; Theinitiative to problem-solve; The capacity to meet strict deadlines; Strong research skills; Proficiency using computer software and the internet; The flexibility to work a considerable amount of overtime andbe available as needed; and The willingness and ability to make a two year commitment. This position is located in our New York office. The hours for this position are 9:30 a.m. to 5:30 p.m., Monday through Friday. The estimated salary range for this position is $70,000 to $90,000 plus overtime. The actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to base salary and discretionary bonus(es), we offer a generous employee benefits package including, but not limited to, paid time off, medical, dental, vision care, 401(k) and substantial health club discounts. #J-18808-Ljbffr Cravath, Swaine & Moore LLP
- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration to join our team. This role involves working directly with clients and families through the estate planning or probate and trust...SuggestedWork at office
$76.5k - $162.5k
...Trusts & Estates ParalegalOur client in New York, NY is looking for a Trusts & Estates Paralegal for a full time position.The salary range is $76,500 to $162,500 DOE.Responsible for handling all phases of estate and trust administration, including probate, extensive communication...SuggestedFull time$90k - $120k
...Our client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the attorneys in handling the administration of estates and trusts. The candidate will play a crucial role in providing support for...Suggested$185k
...Trusts & Estates Paralegal Location: New York, NY Schedule: Hybrid (2–3 days in-office) Classification: Non-Exempt Compensation: Up to $185,000 + comprehensive benefits SourcePro Search is seeking an experienced and detail-oriented Trusts & Estates Paralegal to...SuggestedWork at office- ...Trusts & Estates ParalegalLocation: New York, NY (3 days in-office) Classification: Non-Exempt Work Schedule: Hybrid – 3 days onsite, 2... ...are seeking a highly experienced and agile Trusts & Estates Paralegal to join our team in New York. This role requires someone who...SuggestedWork at office
$100k - $130k
...practical tax advice integrated into confidential estate plans that reflect clients’ family,... ...and business objectives. The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration. Responsibilities...Private practiceWeekend workAfternoon shiftEarly shift- Job Description Job Description Offit Kurman, a full-service Am Law 200 firm, is seeking an experienced Estate and Trust Paralegal to join our growing team in New York.
$70k - $120k
...boutique law practice focused on sophisticated estate planning and wealth preservation. Work... ...experienced attorneys on meaningful Trusts & Estates matters. Hybrid schedule... ...have at least 2 years of Trusts & Estates paralegal experience. Estate planning experience is...Work at officeFlexible hours3 days per week- ...Job Description Job Description We are seeking a Trust & Estate Paralegal to join our New Jersey or New York offices. The ideal candidate will have extensive experience in estate and trust administration, handling all phases including probate, with a strong focus...
- Orionplacement in New York City seeks a paralegal focusing on trusts and estates to support attorneys handling sophisticated estate planning and wealth preservation. The role is hybrid with three in-office days weekly at Manhattan and Brooklyn offices. The position involves...Work at office
$75k - $150k
Job Summary: As a Paralegal for the NewEdge Family Office, you will be a part of the Wealth Strategy practice focused on reviewing, summarizing estate planning documents, including trust, entity and transactional documents. While your primary responsibilities will be to...Work at office$33.34 - $40 per hour
Job Title: Paralegal - Wills, Trusts & Estates Join an innovative full-service law firm with expertise across various industries and practice areas. We are hiring a paralegal to support attorneys in estate administration matters for both taxable and non-taxable estates....Remote work- A legal firm is seeking a skilled Trusts & Estates Paralegal in New Jersey to focus on estate planning and administration. The role requires preparing court documents, assisting clients, and managing case workflows. Candidates should have at least 3 years of experience...Work at office
$50k - $52k
...Opportunity OurEstate Planning & Administration Group provides estate, gift, and income tax advice, as well as a full range of estate and trust administration services. We are seeking an entry level paralegal. This is an excellent opportunity for a recent college...Local areaFlexible hours$70k - $90k
BRESSLER AMERY & ROSS, P.C. is searching for a Paralegal to join our Private Client Litigation team in our Florham Park office. As... ...Paralegal, you will support experienced lawyers in all aspects of trust and estate litigation, estate administration, corporate divorce/...Private practice- Paralegal- Single Family Office (Investments/Fund Formation/Trusts/Estates) Alevistar Legal Search has been retained by a prominent Single family office in the Philadelphia suburbs. We are seeking a highly skilled Paralegal to primarily assist the General Counsel, Investment...Work at officeImmediate start
$100k - $130k
A leading legal recruitment firm in New York is seeking a Private Clients Paralegal with over 5 years of experience in trusts and estates. The role involves supporting a team in estate and trust administration, preparing legal documents and tax returns, and communicating...- Cravath, Swaine & Moore LLP in New York seeks a Trusts & Estates Paralegal to assist attorneys in the administration of estates and trusts within the Trusts & Estates group. You will handle petition preparation, tax form exhibits, and draft a wide range of practice documents...
- NewEdge Wealth is seeking a detail-oriented Paralegal to support the Wealth Strategy practice. The role focuses on reviewing, summarizing estate planning documents, including trusts, entity and transactional documents, and coordinating with advisors to navigate estate planning...
- We're hiring an Experienced CPA to join our growing CPA firm! We are seeking a motivated and client-focused CPA with strong experience in business and individual taxation to become part of our collaborative team environment. This role offers the opportunity to work ...Flexible hours
- PrideStaff in New York, NY is seeking a Trusts & Estates Paralegal for a full-time position. You will manage all phases of estate and trust administration, including probate and client communications, and assist with federal and state estate tax returns. Requirements include...Full time
$75k - $100k
...Overview Position: Legal Secretary (Trust & Estates) Target Salary: $75,000 - $100,000 with Overtime and Bonus eligibility Onsite Logistics: Hybrid Responsibilities Create, edit, format and proofread documents. Prepare legal documents for e-Filing and filing via PACER....$60k - $85k
...Our client, a well-established law firm, is seeking a Legal Assistant to support attorneys in the Trusts & Estates Practice in Essex County, NJ. The role involves performing a mix of administrative, organizational, and confidential legal support duties for attorneys in...Work at office- Attention seasoned T&E Paralegals with management experience…skip the commute to the city and earn tip AM compensation while working closer to home! A national law firm is seeking to hire a Trust and Estates Paralegal Manager for their very large team of 16 paralegals...Summer workWork from home
- ...Kurman, a growing Am Law 200 law firm, is seeking an experienced and detail-oriented Legal Administrative Assistant to support our Trusts & Estates practice in our New York City office. This role is ideal for a highly organized professional who thrives in a fast-paced legal...Work at office
$90k - $110k
Dentons US LLP is seeking a highly organized and experienced Legal Administrative Assistant to provide support to our trusts and estates lawyers in our New York office. This role offers the opportunity to work in a dynamic, collaborative environment supporting sophisticated...Temporary workWork at officeLocal area- Attention Trust & Estates Legal Secretaries…skip the commute to the city and take the next step in your career at LI firm that runs and... ...with Trust & Estates experience to partner with attorneys, paralegals, other administrative and financial departments to provide best...
- A legal firm is seeking an experienced Legal Secretary specializing in Trusts and Estates to join their New York office. The role involves document preparation, communication on behalf of attorneys, and managing schedules. Candidates should have over five years of relevant...Work at office
- CF Legal Recruiting and Staffing seeks an Administrative Assistant with Trust & Estates experience for a top regional law firm in New York. You will support attorneys, paralegals, staff, and clients to ensure smooth daily operations, billing support, and exceptional service...
- CF Legal Recruiting and Staffing seeks an experienced Trust and Estates Paralegal Manager for a national law firm, leading a team of 16 paralegals and 12 legal assistants. The role focuses on estate planning and administration with strong management responsibilities. You...
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