Paralegal - Trusts & Estates

Job Description

Job Description

Experience Level: 1+ years
Office Location:  Albany, New York
Work Schedule: In-Office, Mon-Friday, with occasional/rare overtime as needed

 
Compensation Range: $28.85-$43.27/hour

Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location. The ideal candidate will have prior demonstrated experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field.

The Role:

• Work closely with attorneys and clients to assist with all aspects of the estate and trust administration process
• Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries
• Assist in transferring assets, including working with financial professionals and clients to complete transfer paperwork
• Prepare asset inventories and judicial and non-judicial estate and trust accountings
• Prepare estate tax returns and related projections
• Monitor estate and trust administration progress and calendar internal and external deadlines
• Perform administrative tasks with supporting staff

Skills for Success:

• Very strong organizational skills
• Proficiency in Microsoft Word & Excel
• Familiarity with accounting and tax software and concepts

Required:

• College Degree, paralegal certificate, and/or equivalent combination of education and experience
• Minimum of 1 year experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field where they gained experience in administering estates and trusts. While we are willing to train the right candidate, it is our strong preference that applicants understand basic trusts, estates, and Surrogate’s Court concepts

Why Whiteman Osterman & Hanna LLP?:

• A generous benefit offering package including:
• Medical
• Dental
• 401(k) with company match and profit-sharing options
• Generous time off package
• Corporate discounts to various businesses
• Opportunities to support and be active in the community
• And more!

In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Our focus has always been to make our Firm family-friendly. No matter the position at the Firm, Whiteman Osterman & Hanna treats everyone as colleagues rather than subordinates. We hold many events for our employees and their families and have activities in the office throughout the year to help make the work environment more enjoyable.

If this sounds like the right opportunity, we invite you to apply to join our team!

Whiteman Osterman & Hanna LLP is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires, and respects all individuals, and in which employment decisions are merit-based and made without discrimination on the basis of race, creed, color, gender or sex, national origin, disability, sexual orientation, gender identity, age, religion, pregnancy, protected activity, veteran status, marital status, citizenship, genetic information, predisposition or carrier status, or any other characteristic protected by law.

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