Onsite Estate & Trust Paralegal — Complex Probate & Tax

The Bronx; Uniondale (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Medical/Dental/Vision insurance

401(k) with employer match

Flexible spending accounts

Generous paid time off

On-site in Long Island

Job summary

Scion Staffing, Inc. is assisting a respected Long Island law firm in finding an experienced Trusts & Estates Paralegal to support a sophisticated and growing practice.

The role involves assisting with all phases of estate and trust administration, probate proceedings, and Surrogate’s Court filings, while coordinating with attorneys, clients, and financial institutions in a fast-paced environment. New York Trusts & Estates experience is essential to manage complex matters with discretion and

Qualifications

• 3+ years of experience in estate and trust administration, with hands-on New York Trusts & Estates experience
• Experience preparing probate and administration petitions, estate and trust accountings, estate tax returns, and Surrogate’s Court pleadings
• Working knowledge of EPTL, SCPA, CPLR, applicable local court rules, and New York's NYSCEF e-filing system
• Strong technology skills, including Microsoft Word, Excel, Outlook, HotDocs, and experience with estate tax and accounting software
• Exceptional organization, accuracy, communication, and client service skills, with the ability to collaborate effectively with attorneys, clients, tax professionals, fiduciaries, and other parties

Responsibilities

• Assist with all phases of estate and trust administration, including preparing and filing probate and administration petitions, waivers, citations, and related Surrogate’s Court documents
• Collect and organize financial and asset information, prepare asset schedules and accountings, and assist with estate tax returns, distributions, and estate closings
• Support contested Surrogate’s Court matters, including will contests, fiduciary disputes, and contested accountings, as well as pleadings, motions, discovery, exhibits, and trial preparation
• Coordinate with executors, trustees, beneficiaries, accountants, financial institutions, attorneys, and other parties throughout estate and trust matters
• Manage court filings, service requirements, depositions, hearings, calendars, deadlines, and supporting documentation across multiple active matters
• Prepare, proofread, format, redline, organize, and maintain legal documents, correspondence, and physical and electronic matter files while supporting multiple attorneys

Skills

Estate & Trust Administration

Attention to detail

Communication skills

Client service

Tools

Microsoft Word

Excel

Outlook

HotDocs

Estate tax software

Job description

Scion Staffing, Inc. is assisting a respected Long Island law firm in finding an experienced Trusts & Estates Paralegal to support a sophisticated and growing practice.

The role involves assisting with all phases of estate and trust administration, probate proceedings, and Surrogate’s Court filings, while coordinating with attorneys, clients, and financial institutions in a fast-paced environment. New York Trusts & Estates experience is essential to manage complex matters with discretion and