Senior Trusts & Estates Paralegal — Probate & Tax Expert

Beacon Hill; New York (NY); On-site; USD 85,000 - 120,000; Full time

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 partners with attorneys to manage sophisticated estate and trust matters from inception through completion with responsive, high-quality client service.

Key duties include preparing probate documents and tax returns, administering estate and trust assets, performing due diligence, and supporting training for junior team members.

Qualifications

• Experience in trust and estate administration in a law firm or corporate legal department.
• Proficiency with MS Office, PDF tools, document management systems, and timekeeping software.
• Strong communication, analytical, organizational, and client-service skills.

Responsibilities

• Prepare probate documents, petitions, filings, and estate tax returns.
• Administer estate and trust assets from inception through termination.
• Conduct due diligence and prepare final deliverables for stakeholders.
• Serve as primary contact for attorneys, clients, and third parties; support junior staff.

Skills

Communication

Analytical

Organization

Client-service

Attention to detail

Discretion

Time management

Education

Bachelor's degree or paralegal certificate

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 partners with attorneys to manage sophisticated estate and trust matters from inception through completion with responsive, high-quality client service.

Key duties include preparing probate documents and tax returns, administering estate and trust assets, performing due diligence, and supporting training for junior team members.