Trusts and Estates Paralegal
Lewis Search Group New York
Hybrid: 2/3 setup
Job Description
The New York office is seeking an experienced Trusts Estates Paralegal to support the firms New York Trusts Estates practice. This role focuses on estate and trust administration and requires a detail-oriented professional who can manage multiple matters, work independently, and interact confidently with others.The position is hybrid and the paralegal will be required to be in the office 2-3 days per week. Flexibility with respect to the days in the office is required.
Responsibilities include, but are not limited to:Manage all aspects of estate administrations, including preparation and filing of probate and administration proceedings, collection and valuation of assets, and payment of bequests
Assist with preparation of Wills, Trusts, health care directives, powers of attorney and other estate planning documents
Prepare and file federal and state estate tax returns and related filings
Form entities (including LLCs) and apply for and secure EINs
Preparation of Receipt and Release Agreements for payment of bequests and for informal settlement of estate and trust accountings
Review and assist with preparation of fiduciary accountings for estates and trusts
Maintain departmental calendars and track deadlines for estate administration and planning matters
Provide general support to attorneys and collaborate with internal teams as needed
Please note this job description does not cover or contain all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Qualifications: Bachelors degree required
Minimum 5+ years of Trusts Estates paralegal experienceCommissioned New York State Notary Public in good standing, or ability to obtain commission shortly after hire
Strong written and verbal communication skills, with the ability to interact well with people at all levels of the organization including clients and client advisors
Demonstrate a positive attitude, strong judgment, initiative, and integrity
Dependable, highly motivated, and a team player
Ability to prioritize and manage multiple tasks simultaneously
Highly organized, detail-oriented, with above average spelling, language, and grammar skills
Flexibility to operate independently and in a team atmosphere with a high degree of accuracy, confidentiality, and professionalism
Proficient in Microsoft Office
Experience with One Source (FPS) estate tax preparation software, New York Hot Docs forms and Surrogate Court filings
Ability to work overtime on short notice when required
New York
OVERVIEW:
The Trusts & Estates Paralegal works individually, within the Trusts & Estates group, to assist attorneys in the administration of estates and trusts, and works on various projects under attorney supervision.
RESPONSIBILITIES...
Lewis Search GroupNew York
into confidential estate plans that reflect clients family, charitable and business objectives.
The Private Clients paralegal will provide support to the U.S. private clients lawyers in all aspects of trust and estate administration.
Responsibilities
Prepare, edit...
Michael PageStamford, 34 mi from New York
5. 10 years of experience as a fidutiary accountant or trust and estates paralegal
• Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation.
• * Familiarity with federal...
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