Hybrid Trusts & Estates Paralegal in NYC

Orionplacement; New York (NY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orionplacement in New York City seeks a paralegal focusing on trusts and estates to support attorneys handling sophisticated estate planning and wealth preservation. The role is hybrid with three in-office days weekly at Manhattan and Brooklyn offices.

The position involves preparing wills, trusts, powers of attorney, and healthcare directives, assisting with administration, maintaining client files, and coordinating with financial advisors and other professionals.

Qualifications

• 2+ years of Trusts & Estates paralegal experience.
• Experience preparing estate planning documents.
• Strong organizational and document management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple matters in a fast-paced environment.
• Probate or estate administration experience is a plus.

Responsibilities

• Prepare and organize estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Assist attorneys with trust and estate administration matters.
• Maintain and organize client files and legal documents.
• Communicate with clients regarding documentation and case updates.
• Coordinate with financial advisors, accountants, and other professionals.
• Assist with probate and estate administration as needed.
• Support attorneys with drafting, filings, and overall case management.

Skills

Paralegal experience

Trusts & Estates

Strong communication

Organizational skills

Job description

Orionplacement in New York City seeks a paralegal focusing on trusts and estates to support attorneys handling sophisticated estate planning and wealth preservation. The role is hybrid with three in-office days weekly at Manhattan and Brooklyn offices.

The position involves preparing wills, trusts, powers of attorney, and healthcare directives, assisting with administration, maintaining client files, and coordinating with financial advisors and other professionals.