Trusts & Estates Paralegal

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 isseeking an experienced and detail-oriented Trusts & Estates Paralegal to support a prestigious law firm's New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients. What You'll Do: Manage all aspects of estate administration , including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives Prepare and file federal and state estate tax returns , including IRS Form 706 and applicable state filings Form LLCs , apply for EINs , and prepare Receipt and Release Agreements Review and assist with fiduciary accountings for estates and trusts Maintain calendars and deadlines for estate administration and planning matters Ensure efficient handling of filings with Surrogate's Courts and other government agencies What You'll Bring: Bachelor's degree required 5+ years of Trusts & Estates paralegal experience in a law firm setting Deep knowledge of estate administration, trust administration, and estate tax preparation Proficiency with Microsoft Office and experience with One Source (FPS) , HotDocs , and Surrogate's Court electronic filing systems Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure Flexibility to work overtime when necessary A high degree of accuracy, confidentiality, and professionalism in all work If you are a motivated, highly skilled Trusts & Estates Paralegal seeking your next career move in New York, we want to hear from you. Apply today to join a team known for its excellence in estate and trust law.