Senior Private Wealth Paralegal – Trusts & Estates

Willkie Farr & Gallagher LLP; New York (NY); Hybrid; USD 200,000 - 215,000; Full time

Job summary

Willkie Farr & Gallagher LLP in New York seeks a Senior Paralegal Specialist to support the Private Wealth Department, handling multi-million dollar trusts and estates for high-wealth clients and supervising junior paralegals.

The role requires discretion, exceptional client service, and collaboration with attorneys and advisors, with opportunities for professional growth in a leading international law firm offering a hybrid in-office schedule.

Qualifications

• 15+ years of experience as a Private Wealth Paralegal.
• College degree and/or paralegal certificate required.
• Proficiency in Microsoft Office, Adobe Acrobat Pro, and iManage.

Responsibilities

• Meet with clients, trustees, and family members, and communicate with beneficiaries.
• Prepare estate (706) and gift tax (709) returns, asset spreadsheets, and probate pleadings.
• Prepare documents in connection with probate of wills and/administering proceedings, including drafting pleadings.
• Prepare allocation of assets to beneficiaries and/or respective sub-trust.
• Prepare fiduciary accountings for probate estate and trust administration.
• Maintain confidentiality and client-service standards, and ensure accuracy across work product.

Skills

Paralegal experience

Private wealth

Drafting & proofreading

Organizational skills

Client communications

Education

College degree

Paralegal certificate

Tools

Microsoft Office

Adobe Acrobat Pro

iManage

Job description

Willkie Farr & Gallagher LLP in New York seeks a Senior Paralegal Specialist to support the Private Wealth Department, handling multi-million dollar trusts and estates for high-wealth clients and supervising junior paralegals.

The role requires discretion, exceptional client service, and collaboration with attorneys and advisors, with opportunities for professional growth in a leading international law firm offering a hybrid in-office schedule.