Paralegal - Trusts & Estates

Job Description

Paralegal - Trusts & Estates

Premier Long Island law firm, Ruskin Moscou Faltischek, P.C., seeks a Paralegal to join our dynamic Trusts & Estates team. This is an excellent opportunity for a detail-oriented professional with a minimum of three years’ experience in estate and trust administration and estate litigation to support a fast-paced and growing T&E practice.

Qualifications:

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• Bachelor’s degree or Paralegal Certificate
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• Minimum of 3 years’ experience in estate & trust administration
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• Experience with the preparation of probate and administration petitions, estate and trust accountings, estate tax returns, and general Surrogate’s Court pleadings
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• Working knowledge of applicable procedural law (EPTL, SCPA, CPLR) and local court rules, as well as a strong knowledge of New York’s e-filing system (NYSCEF)
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• Strong communication skills for client interaction and coordination with clients, tax professionals, attorneys, and family members
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• Proficiency in Microsoft Word, Excel, Outlook, and HotDocs
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• Experience with estate tax and accounting programs
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• High level of accuracy and attention to detail
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• Exceptional organizational skills and the ability to work as part of a team
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Responsibilities:

Estate & Trust Administration

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• Assist with preparation and filing of probate and administration proceedings in Surrogate’s Court
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• Prepare and file petitions (probate, administration), waivers, citations, and related court documents
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• Collect and organize asset/financial records information (bank accounts, real estate, investments)
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• Prepare asset charts, informal accountings, and estate tax returns
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• Communicate with executors, trustees, beneficiaries, accountants, and financial institutions
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• Assist with distributions and estate closings
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Litigation

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• Support all types of Surrogate’s Court proceedings including Will contests, fiduciary disputes, and contested accountings
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• Draft pleadings, motions, and discovery demands
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• Coordinate service of citations and orders to show cause
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• Manage document review, exhibits, and trial preparation
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• Coordinate depositions, hearings, and calendars
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General Administrative

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• Provide administrative support to multiple attorneys in the Trusts & Estates department
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• Proofread and organize legal documents, memoranda, and correspondence for accuracy and consistency
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• Transcribe, scan, and electronically distribute legal documents
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• Organize and maintain accurate and up-to-date physical and digital files
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• Assist with overflow work within the department as needed
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• Perform redlining, document formatting, and scanning
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The firm offers competitive compensation and comprehensive benefits including health care, dental and vision insurance, access to flexible spending accounts, 401(k) plan with employer match, and generous PTO.

Hiring Range: $75,000 - $100,000.

Actual compensation will be determined by a wide range of factors including, but not limited to, professional experience, education/training, and skills.

Ruskin Moscou Faltischek, P.C. is proud to be an Equal Opportunity Employer.