Trust & Estates Legal Secretary
CF Legal Recruiting and Staffing
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 pays like a top AM firm… A top regional law firm is seeking an Administrative Assistant with Trust & Estates experience to partner with attorneys, paralegals, other administrative and financial departments to provide best in class administrative support to internal and external clients. The Administrative Assistant will provide direct assistance and serve as a point person for their assigned attorneys. This role performs an array of administrative tasks to provide support to their lawyers and paralegals in their day‑to‑day activities. Duties/Responsibilities: Compose documents from rough draft or handwritten materials into proper format, prepare routine letters, including engagement letters and transmittal e-mails. Proofread typed material for typographical, spelling, and grammatical errors. Prepare and revise various legal documents such as contracts, agreements, amendments, leases, Wills, pleadings, motions, judgments, responses, subpoenas, memorandum of law and table of contents with appropriate legal formatting. Manage and maintain client and firm documents using the document management system. Assist in compiling and assembling transaction documents with exhibits and relevant materials. Prepare conflicts checks, new matter memos and engagement letters for new and existing clients. Scan and file original signed documents into the document management system (iManage) including correspondence, etc. Create, organize, and maintain attorney files. Maintain attorney calendars, including coordination and scheduling of appointments, client meetings, conference rooms refreshments and catering orders. Research and reservation of outside venues for client meeting and networking events. Review pre-bills and distribute to responsible attorneys for review, submit revisions to Accounting for final invoice, send to appropriate clients for payment. Prepare and submit monthly expense reports for reimbursement. Answer and direct telephone calls and e-mail communications. Work in collaboration with lawyers and professional staff, demonstrating strong teamwork and a positive attitude. May assist in training new administrative assistants/floaters. Perform additional related responsibilities as assigned. #J-18808-Ljbffr
$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...Suggested- 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...SuggestedWork at office
- ...Description Offit 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...SuggestedWork at office
$90k - $120k
...client, a prestigious Midtown law firm, is seeking an experienced Trusts & Estates Department Paralegal to join their team and assist the... ...role within the T&E department. If you are passionate about the legal intricacies of trusts and estates and are looking for a...Suggested- ...We are currently seeking a skilled and compassionate Trusts & Estates Paralegal with a strong focus in estate planning or estate administration... ...-paced environment Proficient in Microsoft Office Suite and legal practice management software Bonus Experience (Not Required)...SuggestedWork at office
- ...Trusts & Estates ParalegalLocation: New York, NY (3 days in-office) Classification: Non-Exempt Work Schedule: Hybrid – 3 days onsite, 2 days... ...NY Form ET-706, and coordinate supporting documentationDraft legal documents such as Receipts and Releases, LLC formation...Work 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...Full time$100k - $130k
...sophisticated but practical tax advice integrated into confidential estate plans that reflect clients’ family, charitable and business... ...provide support to the U.S. private clients lawyers in all aspects of trust and estate administration. Responsibilities Prepare, edit and...Private practiceWeekend workAfternoon shiftEarly shift$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...Work at office- ...practice with a primary focus on reviewing, analyzing, and summarizing estate‐planning, entity, and transactional documents. This role serves... ...‐high‐net‐worth (UHNW) client structures involving multiple trusts, entities, real estate holdings, and operating businesses. The...Work at office
- 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.
- ...Job Description Job Description We are seeking a Trust & Estate Paralegal to join our New Jersey or New York offices. The ideal candidate... ...skills, attention to detail, and proficiency with specialized legal and tax software. Responsibilities Manage all phases...
$70k - $120k
...boutique law practice focused on sophisticated estate planning and wealth preservation. Work... ...experienced attorneys on meaningful Trusts & Estates matters. Hybrid schedule... ...Maintain and organize client files and legal documents. Communicate with clients regarding...Work at officeFlexible hours3 days per week$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$50k - $52k
...advertising, IP, digital technology, and the legal profession. With offices in New York and Los... ...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...Local areaFlexible hours- ...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 software. The position...
- 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
$75k - $150k
...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 support the family office, you...Temporary workWork at office$70k - $90k
OVERVIEW The Trusts & Estates Paralegal works individually, within the Trusts & Estates group, to assist attorneys in the administration of... ...active role in helping the Firm to provide our clients with legal services of the highest caliber; Conducts research and compiles...Work at officeMonday to Friday$110k
...Job Description Job Description Position: Trusts & Estates Paralegal/Administrator (Global Law Firm) Location: New York, NY (Hybrid WFH) Company: Globally Recognized AM 100 Law Firm Comp Package: Base salary to $110K, Paid Overtime, Full Benefits, Bonus...Work at officeWork from home- 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
- 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
- Jobot is seeking a Trust & Estates Litigation Associate in New York to handle sophisticated fiduciary disputes, gain courtroom experience, and work directly with clients. Join a premier, litigation-focused firm and grow under experienced litigators with hands-on exposure...
- ...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 and 12 legal secretaries. Candidate must understand estate planning and estate administration, have good...Summer workWork from home
- 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...
- A mid-sized law firm in Nassau County seeks a detail-oriented Legal Assistant for its Trusts & Estates department. The ideal candidate will have at least two years of estate planning experience, strong organizational skills, and proficiency in Microsoft Office. Duties...Work at office
$76.5k - $162.5k
...Global Staffing & Executive Search is seeking an experienced Trust & Estate Administration Paralegal on behalf of a leading law firm. The... ...distributions. Draft correspondence, pleadings, forms, and other legal documents. Provide high-level administrative and paralegal...- ...Company Overview Since 1988, Rubenstein Law has been a trusted advocate for personal injury victims, growing into a nationally recognized... ...while continuing to expand nationwide. Job Summary The Legal Assistant is responsible for managing pre-suit cases from start...Work at office
- ...A Premier Bergen County law firm in New Jersey is seeking a qualified Legal Assistant to support the Estate/Trust/Elder department. You will draft wills, trusts, and powers of attorney, manage probate filings, and maintain client communications. Responsibilities include...
$1,500 per month
...organization and navigate deadlines in a dynamic legal setting? Are you ready to become a... ...over 70 years, providing comprehensive estate planning, elder law, guardianship, and... ...lasting relationships we develop, acting as trusted advisors during both routine planning and...For contractorsRemote work
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