Senior Trust & Estates Paralegal

SourcePro Search, LLC; New York (NY); Hybrid; USD 167,000 - 204,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

SourcePro Search, LLC is seeking a Senior Trust & Estates Paralegal in a hybrid, full-time capacity in the New York area. The role handles all phases of estate/trust administration, probate filings in NY/NJ/FL, and preparation of fiduciary documents.

The ideal candidate has 7+ years in trust & estates, strong knowledge of estate tax filings (706, 709), and proficiency with ONESOURCE/Fast Tax, HotDocs, MS Office, and iManage. Bilingual Spanish is a plus.

Qualifications

• Minimum 7+ years of experience as a Trust & Estates Paralegal in a law firm or trust company.
• Proven expertise in probate procedures in NY, NJ, or FL.
• Advanced knowledge of estate tax filings, including Forms 706 and 709.
• Proficiency in ONESOURCE/Fast Tax, HotDocs, and Microsoft Office (Word, Excel).
• Experience with iManage or other document management systems is a plus.
• Bilingual (Spanish) is a plus but not required.

Responsibilities

• Manage all phases of estate and trust administration, including probate and post-mortem tasks.
• Prepare and file probate and administration documents in New York, New Jersey, and/or Florida.
• Draft fiduciary accountings, asset distribution schedules, and trust funding documents.
• Prepare and file federal and state estate tax returns (Forms 706, 709, and state equivalents).
• Communicate regularly with clients, accountants, financial advisors, and other stakeholders.
• Coordinate asset valuations, transfers, and deed work.
• Track critical deadlines and maintain matter status reports.
• Collaborate with attorneys and provide litigation support in contested estate matters, if needed.
• Use estate tax and document preparation software to streamline tasks and maintain accuracy.

Job description

Senior Trust & Estates Paralegal

Location: New York, New Jersey, or Florida
Full-Time | Hybrid
Salary: Up to $185,000 (commensurate with experience)
Benefits: Comprehensive benefits package

What You’ll Do:

• Manage all phases of estate and trust administration, including probate and post-mortem tasks.

• Prepare and file probate and administration documents in New York, New Jersey, and/or Florida.

• Draft fiduciary accountings, asset distribution schedules, and trust funding documents.

• Prepare and file federal and state estate tax returns (Forms 706, 709, and state equivalents).

• Communicate regularly with clients, accountants, financial advisors, and other stakeholders.

• Coordinate asset valuations, transfers, and deed work.

• Track critical deadlines and maintain matter status reports.

• Collaborate with attorneys and provide litigation support in contested estate matters, if needed.

• Use estate tax and document preparation software to streamline tasks and maintain accuracy.

What You’ll Bring:

• Minimum 7+ years of experience as a Trust & Estates Paralegal in a law firm or trust company.

• Proven expertise in probate procedures in at least one of the following states: NY, NJ, or FL.

• Advanced knowledge of estate tax filings, including Forms 706 and 709.

• Proficiency in ONESOURCE/Fast Tax, HotDocs, and Microsoft Office (Word, Excel).

• Strong organizational and time management skills with acute attention to detail.

• Excellent written and verbal communication skills.

• Bachelor’s degree and/or paralegal certificate required (JD/paralegal hybrid candidates will be considered).

• Ability to work independently and as part of a collaborative team.

• Experience with iManage or other document management systems is a plus.

• Bilingual (Spanish) is a plus but not required.