Hybrid Trusts & Estates Paralegal for High-Value Clients

SourcePro Search, LLC; New York (NY); Hybrid; USD 167,000 - 204,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

SourcePro Search, LLC seeks an experienced Trusts & Estates Paralegal to support a prestigious New York law firm. Focused on complex estate administration, you will manage probate filings, prepare estate planning documents, and ensure timely fiduciary accounting and court filings.

The role offers a hybrid schedule (2–3 days in-office) in New York, NY, with a competitive compensation package up to $185,000 plus comprehensive benefits. Strong collaboration with attorneys and clients is essential.

Qualifications

• Bachelor’s degree required.
• 5+ years of Trusts & Estates paralegal experience in a law firm.
• Knowledge of estate administration, trust administration, and estate tax preparation.
• Proficiency with Microsoft Office; experience with One Source (FPS), HotDocs, and Surrogate’s Court e-filing.
• Strong organization and communication skills; able to interact with attorneys, clients, and financial advisors.
• Team-oriented, proactive; able to manage multiple priorities and deadlines.
• Flexibility to work overtime.
• High degree of accuracy, confidentiality, and professionalism.

Responsibilities

• Manage all aspects of estate administration, including probate/administration petitions, asset valuation, and processing bequests
• Assist with 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 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

Skills

Estate administration

Trusts & Estates

Organizational skills

Communication skills

Multitasking

Team collaboration

Deadline management

Overtime flexibility

Education

Bachelor’s degree

Tools

Microsoft Office

One Source (FPS)

HotDocs

Surrogate’s Court e-filing

Job description

SourcePro Search, LLC seeks an experienced Trusts & Estates Paralegal to support a prestigious New York law firm. Focused on complex estate administration, you will manage probate filings, prepare estate planning documents, and ensure timely fiduciary accounting and court filings.

The role offers a hybrid schedule (2–3 days in-office) in New York, NY, with a competitive compensation package up to $185,000 plus comprehensive benefits. Strong collaboration with attorneys and clients is essential.