Senior Trusts & Estates Paralegal (Individual Client Services Specialist)

SourcePro Search, LLC; New York (NY); On-site; USD 170,000 - 200,000; Full time

Job summary

SourcePro Search, LLC seeks a Senior Trusts & Estates Paralegal (ICS) in New York, NY on-site. You will handle complex estate administration, prepare tax returns, and draft probate and fiduciary filings, supporting attorneys in estate planning matters.

You will mentor junior staff, manage client relationships with empathy, and ensure accurate filings with attention to detail. A leadership mindset and strong communication are essential.

Qualifications

• 10–15 years of specialized Trusts & Estates experience (AM Law or boutique focused on T&E).
• Ability to read and interpret wills; handle elder care matters (Medicaid/Medicare).
• Advanced knowledge of estate and tax planning, probate procedures, and court systems.
• Proficiency in Word, Excel, Outlook; familiarity with Adobe Acrobat and document systems.
• Exceptional communication skills and the ability to manage many clients/cases with empathy.
• Strong leadership and mentorship capabilities; collaborative team mindset.
• Bachelor’s degree or equivalent combination of education and experience.

Responsibilities

• Handle complex estate administration, including marshaling assets and filing court documents.
• Prepare Federal and State estate tax returns and project estate/gift taxes for trusts.
• Draft probate petitions and related applications and release agreements.
• Manage IRS and state estate tax audits and assist with trust administration and accounting.
• Mentor junior legal assistants and collaborate with attorneys on estate/tax matters.
• Interface with clients with sensitivity, professionalism during difficult circumstances.
• Assemble documentation for fiduciary accountants and ensure filings are complete.

Skills

Estate administration

Wills interpretation

Estate & tax planning

Leadership & mentorship

Client management

Legal document drafting

Communication skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Word

Excel

Outlook

Adobe Acrobat

OneSource

Document management systems

Job description

Senior Trusts & Estates Paralegal (Individual Client Services Specialist)

Location: New York, NY (On-site 4–5 days/week)
Schedule: Full-Time | Exempt
Salary Range: Up to $170K–$200K for a stellar candidate
Team: Individual Client Services (ICS)

What You’ll Do:

• Handle complex estate administration, including marshaling assets, arranging appraisals, and preparing all necessary court filings.

• Prepare Federal and State estate tax returns and run estate/gift tax projections for trusts (e.g., GRATs, QPRTs).

• Draft probate petitions, applications for preliminary letters testamentary, petitions for advance payment of commissions, and receipt and release agreements.

• Manage IRS and state estate tax audits and assist with trust administration and accounting proceedings.

• Guide and mentor junior legal assistants and collaborate closely with attorneys on estate and tax planning matters.

• Interface directly with clients with sensitivity and professionalism, often during difficult or emotional circumstances.

• Assemble required documentation for fiduciary accountants and ensure the accuracy and completeness of all filings and client deliverables.

What You’ll Bring:

• 10–15 years of specialized Trusts & Estates experience—ideally from an AM Law firm or a boutique firm focusing exclusively on T&E.

• Proven ability to read and interpret wills, handle elder care matters (Medicaid/Medicare claims), and support complex trust/estate matters.

• Advanced knowledge of estate and tax planning, probate procedures, and relevant court systems.

• Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat; experience with OneSource and document management systems is a plus.

• Exceptional communication skills, with the ability to manage a high volume of clients and cases while maintaining accuracy and empathy.

• Strong leadership and mentorship capabilities with a collaborative team mindset.

• Bachelor's degree or equivalent combination of education and hands-on experience.