Hybrid Estate Planning Paralegal

Considine Search; New York (NY); Hybrid; USD 85,000 - 130,000; Full time

Job summary

Considine Search has partnered with a well-regarded national law firm to recruit an estate planning paralegal for the Trusts & Estates Practice Group in New York. The role focuses on drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and health care proxies.

The ideal candidate will have at least three years of estate planning paralegal experience, strong drafting and communication skills, and proficiency with MS Office.

Qualifications

• A minimum of three years of experience as an estate planning paralegal.
• Excellent writing and grammar skills to deliver high-quality drafting.
• Strong organizational and time management skills.
• Proficiency in Microsoft Office software (Word, Outlook, Excel) and other law office software.
• Excellent communication skills, both written and verbal.
• Ability to work effectively within a team environment and to work proactively.
• Ability to coordinate multiple tasks concurrently.

Responsibilities

• Handles all aspects of New Jersey and New York probate, including drafting court forms, petitions and orders applicable with respect to probate proceedings;
• Prepares and files federal and state estate and inheritance tax returns, including working with executors to assemble the decedent’s asset and liability information and valuation work needed for the preparation of estate and/or inheritance tax returns.
• Substantial client interaction with executors and trustees from the inception of an estate through final distribution of assets and funding sub-trusts, as applicable.
• Assist with the administration of lifetime and testamentary trusts, including implementation of trustee changes, waivers and releases of fiduciaries, preparation or review of informal or formal trust accountings.

Skills

Organizational skills

Time management

Attention to detail

MS Office proficiency

Written and verbal communication

Team player

Multitasking

Legal drafting

Tools

Legal software

Job description

Considine Search has partnered with a well-regarded national law firm to recruit an estate planning paralegal for the Trusts & Estates Practice Group in New York. The role focuses on drafting and preparing estate planning documents, including wills, trusts, powers of attorney, and health care proxies.

The ideal candidate will have at least three years of estate planning paralegal experience, strong drafting and communication skills, and proficiency with MS Office.