Trust & Estate Paralegal

T&E Paralegal – New York, NY

A leading law firm is seeking a committed paralegal to support its high-profile mass tort team for trusts and estates matters. This is a unique opportunity to make a difference while advancing your professional development in a collaborative, inclusive, and client-focused environment. You’ll work alongside experienced attorneys and support over 3,000 clients with meaningful legal work.

T&E Paralegal Benefits & Compensation

• Competitive compensation based on experience
• Supportive and collegial team culture that values diversity and professional growth
• Ongoing training and opportunities to expand your legal expertise
• Inclusive work environment where team contributions are valued

T&E Paralegal Requirements & Qualifications

• Four to six years of trusts and estates experience, including probate practice
• Notary Public or willingness to become a Notary Public quickly
• Ability to file with State, Federal, and Surrogate’s Courts or interest in learning
• Strong written and verbal communication skills
• Excellent references

T&E Paralegal Preferred Background & Skills

• Highly organized, detail-oriented, and reliable
• Confident working independently and proactively managing deadlines and multiple tasks
• Proficient with MS Office Suite with strong Excel abilities
• Comfortable using Adobe Reader for document assembly
• Inclusive, team-oriented, and eager to take initiative and share knowledge
• Strong aptitude for providing excellent client service

T&E Paralegal Day-to-Day Responsibilities

• Administer all aspects of trusts and probate matters, including preparing and filing probate documents
• Communicate with trustees, family members, beneficiaries, and court personnel
• Accurately document and manage client communications and records
• Prepare estate-related forms, petitions, fact sheets, and letters for Surrogate’s Court
• Liaise with Surrogate’s Courts and third-party vendors to track case progression and retrieve files
• Assist with federal and state estate/inheritance tax returns and supporting documentation
• Draft internal memos regarding beneficiary distributions and follow up as needed
• Consistently record billable time and contribute positively to team goals

If you are eager to join a respected legal team and contribute to impactful work, we encourage you to apply.