Paralegal – Trusts & Estates

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 has been engaged to conduct a search for an experienced Trusts & Estates Paralegal on behalf of a highly respected and established law firm on Long Island, New York. This is a full-time, onsite opportunity for an experienced T&E professional seeking to support a sophisticated and growing practice.

Position Overview

Our client is seeking a detail-oriented Trusts & Estates Paralegal to provide substantive support across estate and trust administration, probate proceedings, estate tax matters, and Surrogate’s Court litigation. This individual will work closely with attorneys and clients throughout estate administration while preparing court filings, accountings, tax-related materials, and other legal documents. The ideal candidate brings strong New York Trusts & Estates experience and can independently manage detailed assignments, competing deadlines, and sensitive client matters in a fast-paced legal environment.

Perks

• Competitive compensation ranging from $75,000–$100,000 annually, depending on experience and qualifications
• Comprehensive benefits including medical, dental, and vision insurance
• 401(k) with employer match, flexible spending account options, and generous paid time off
• Opportunity to work within an established and growing Trusts & Estates practice
• Sophisticated exposure to estate and trust administration, probate, tax matters, and Surrogate’s Court proceedings

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

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

Compensation and Benefits

This position offers a competitive salary ranging from $75,000–$100,000 annually, with actual compensation determined based on professional experience, education, training, and skills. The firm offers a comprehensive benefits package including medical, dental, and vision insurance, flexible spending accounts, a 401(k) plan with employer match, and generous paid time off. This is a full-time, onsite position located in the Long Island, New York area, with standard business hours.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that has enacted fair‑chance, arrest‑, or conviction‑based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applicants with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.