Senior Trust & Estate Paralegal — Complex Administration

Beacon Hill Staffing Group, LLC; New York (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan

Disability insurance

Life insurance

Tuition reimbursement

Paid time off

Paid holidays

Discretionary bonus

Job summary

Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice in New York. This role supports attorneys and professionals in managing complex estate and trust matters from inception through completion.

The ideal candidate has a bachelor’s degree (or associated degree with a paralegal certificate) and at least five years of trust and estate administration experience, with strong communication and organizational skills.

Qualifications

• Bachelor's degree, or an associate degree with a paralegal certificate.
• At least five years of trust and estate administration experience.
• Experience preparing estate, inheritance, income, and gift tax returns.
• Proficiency in Microsoft Office, PDF tools, document management systems, and timekeeping software.

Responsibilities

• Prepare probate documents, court petitions, related filings, and federal and state estate, inheritance, income, and gift tax returns.
• Administer estate and trust assets from inception through termination, including gathering information, coordinating valuations, maintaining accountings, transferring assets, and overseeing beneficiary distributions.
• Conduct due diligence and document reviews, and produce polished final deliverables for internal and external stakeholders.
• Serve as a primary contact for attorneys, clients, opposing counsel, beneficiaries, and third parties while supporting special projects and training junior team members.

Skills

Strong communication

Analytical

Organizational

Client-service

Attention to detail

Discretion

Education

Bachelor's degree or associate with paralegal certificate

Tools

Microsoft Office

PDF tools

Document management systems

Timekeeping software

Job description

Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice in New York. This role supports attorneys and professionals in managing complex estate and trust matters from inception through completion.

The ideal candidate has a bachelor’s degree (or associated degree with a paralegal certificate) and at least five years of trust and estate administration experience, with strong communication and organizational skills.