Trusts & Estates Paralegal

Estate Planning Paralegal

Offit Kurman, a growing full-service law firm, seeks an Estate Planning Paralegal to join its New York, NY office as an integral part of the Estate Planning & Administration team. The paralegal will assist multiple attorneys with a variety of duties related to estate planning & administration. The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, Medicaid regulations, as well as a general understanding of probate and tax laws.

Duties include, but are not limited to:

• Administration of decedents' estates, including the preparation of probate, administration and related Surrogate's Court filings. Must be adept with e-filing and New York estate administration procedures.
• Preparation of gift and estate tax returns and software; familiarity with fiduciary accountings, a plus.
• Preparation of real property deeds and related transfer documents.
• Communicate directly with sophisticated estate planning and elder law clients.
• Draft standard estate planning documents (i.e. powers of attorney, wills, and health care directives, etc.).
• Facilitate trust administration, including assisting with the funding of trusts and related tasks.
• Preparation of Medicaid applications a plus.

Desired qualifications:

• Minimum of 6 years of experience as a Trusts and Estates Paralegal. Familiarity with elder law and Medicaid is a plus.
• Excellent communication skills both verbally and written.
• High level of attention to detail, with excellent organizational and time management abilities in a fast-paced environment
• Proficiency in Microsoft Office 2017 or newer (Outlook, Word, Excel and PowerPoint), Internet research skills, document management systems, attorney time entry software.
• Position is in-office to start, with the opportunity to transition to a hybrid schedule after a 90-day review (four days in office, one day remote)

Offit Kurman offers a collegial, comfortable, and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.