Paralegal- Trusts & Estates
$110k - $115k Trusts & Estates Paralegal
Location: Midtown Manhattan, NY
Compensation: $110,000–$115,000 + Comprehensive Benefits About the Opportunity:
Our client has 50+ years of experience as a well-established and reputable national law firm. The firm is known for its collaborative culture, strong litigation and corporate practices, and commitment to client service. They are looking to add a Trusts & Estates Paralegal to join its growing team supporting a large-scale, high-profile estate administration project involving more than 3,000 clients.
The successful candidate is:
Location: Midtown Manhattan, NY
Compensation: $110,000–$115,000 + Comprehensive Benefits About the Opportunity:
Our client has 50+ years of experience as a well-established and reputable national law firm. The firm is known for its collaborative culture, strong litigation and corporate practices, and commitment to client service. They are looking to add a Trusts & Estates Paralegal to join its growing team supporting a large-scale, high-profile estate administration project involving more than 3,000 clients.
- This role offers the opportunity to work alongside highly regarded Trusts & Estates attorneys while managing sophisticated probate and estate administration matters in a fast-paced, collaborative environment.
- This position is ideal for a paralegal who thrives on organization, precision, client interaction, and managing complex matters with minimal supervision.
- Handle all aspects of trust and probate administration from inception through completion.
- Prepare and file probate petitions and related court documents.
- Interpret wills, trusts, and estate planning documents.
- Communicate regularly with trustees, beneficiaries, family members, attorneys, and court personnel.
- Coordinate directly with New York Surrogate's Courts, including filing documents and following up on pending matters.
- Prepare notices, affidavits, receipt and release agreements, disclaimers, accounting petitions, and related probate filings.
- Research estate records and obtain documentation from courts and third-party vendors.
- Assist with federal and state estate and inheritance tax return preparation when required.
- Maintain detailed client communication records and ensure timely follow-up.
- Prepare internal memoranda regarding estate distributions and administration matters.
- Record daily billable time and manage multiple deadlines simultaneously.
- 4–6+ years of Trusts & Estates paralegal experience with significant probate administration exposure.
- Strong understanding of New York Surrogate's Court procedures.
- Experience preparing probate petitions and related estate administration documents.
- Excellent organizational skills with exceptional attention to detail.
- Ability to independently manage a high-volume caseload while maintaining accuracy.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office, including advanced Excel skills.
- Experience with Adobe Acrobat for assembling and managing legal documents.
- Notary Public certification or willingness to obtain promptly.
The successful candidate is:
- Highly organized and detail-oriented.
- Compassionate and professional when working with clients during sensitive life events.
- Able to prioritize competing deadlines in a fast-paced legal environment.
- Self-motivated with the ability to work independently.
- A collaborative team player who enjoys supporting attorneys and colleagues.
- Committed to delivering exceptional client service while maintaining the highest level of accuracy.
- Competitive compensation.
- Excellent benefits package, including medical, dental, vision, 401(k), life and disability insurance, and generous paid time off.
- Opportunity to support one of the largest Trusts & Estates matters in the country.
- Collaborative, team-oriented culture with long-term career growth potential.
Vacancy posted 4 hours ago
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