Paralegal - Wills, Trusts & Estates

Career Group; New York (NY); Hybrid; USD 91,000 - 108,000; Full time

Job summary

A leading full-service law firm is seeking a Paralegal specializing in Wills, Trusts & Estates. The role involves supporting attorneys in estate administration, interacting with clients, and preparing essential documentation. The position offers a hybrid work arrangement with competitive hourly compensation based on location. Ideal candidates will have a minimum of two years of relevant experience and strong organizational skills.

Qualifications

• Minimum 2 years of estate administration experience.
• Experience with estate and trust accountings, NY state tax returns.

Responsibilities

• Interact with clients via various communication methods.
• Draft, review, and edit probate and estate administration documents.
• Prepare estate tax returns and fiduciary income tax documents.

Skills

Organizational Skills

Analytical Skills

Proofreading

Tools

MS Office

Job description

Job Title: Paralegal - Wills, Trusts & Estates

Join an innovative full-service law firm with expertise across various industries and practice areas. We are hiring a paralegal to support attorneys in estate administration matters for both taxable and non-taxable estates.

Work Arrangement: Fully on-site or hybrid (4 days on-site, 1 day remote) after training. Location options include Albany, Buffalo, Ithaca, Rochester, Syracuse, New York City, Uniondale, and White Plains.

Compensation:

• Albany: $33.34 - $40.00/hour
• Buffalo, Ithaca, Rochester, Syracuse: $32.26 - $38.71/hour
• New York City: $43.96 - $52.20/hour
• Uniondale and White Plains: $38.47 - $43.96/hour

Annual billable hours requirement: 1400 hours (prorated in the first year).

Responsibilities:

• Interact with clients via in-person, phone, email, and video conferencing.
• Draft, review, and edit probate and estate administration documents.
• Assist with asset retitling and organize financial records for estate tax returns and audits.
• Prepare estate tax returns and fiduciary income tax documents for estate and trust settlements.

Qualifications:

• Minimum 2 years of estate administration experience.
• Experience with estate and trust accountings, NY state tax returns, and fiduciary matters.
• Strong initiative, organizational, proofreading, and analytical skills.
• Proficiency in MS Office (Word, Outlook, Excel).

Please submit your resume to apply. Consider using WorkGrades to manage references and enhance your application profile.