Trust and Estate Paralegal

Taylor Root; New York (NY); Híbrido; USD 34.000 - 55.000; Tempo parcial

Resumo da vaga

A boutique NYC law practice is seeking a part-time Trusts & Estates Paralegal to support probate, estate administration, and estate planning matters. This hybrid contract position requires approximately one day per week onsite in New York City, with hours varying based on workload.

The role involves preparing probate documents, handling Surrogate’s Court filings, and assisting with Powers of Attorney and other estate planning documents while maintaining precise records and communicating with

Qualificações

• Familiarity with trusts & estates matters including probate and estate administration.
• Strong organizational and time-management skills.
• Ability to communicate effectively with clients and court personnel.
• Experience with document drafting and proofreading.
• Comfortable working in a technology-driven, paperless environment.

Responsabilidades

• Prepare probate and estate administration documents.
• Handle filings with New York Surrogate’s Courts.
• Assist with Powers of Attorney, Health Care Proxies, and other estate planning documents.
• Communicate with clients and court personnel.
• Track case deadlines and outstanding items.
• Maintain accurate time and matter records.
• Support attorneys with additional trusts and estates matters as needed.

Conhecimentos

Estate matters familiarity

Time management

Communication

Independent working

Attention to detail

Ferramentas

Clio

Microsoft Office

Adobe PDF

Descrição da vaga

A boutique NYC law practice is seeking a part-time Trusts & Estates Paralegal to support probate, estate administration, and estate planning matters.

This is a hybrid contract position requiring approximately one day per week onsite in New York City, with hours varying based on workload.

What You’ll Do

• Prepare probate and estate administration documents
• Handle filings with New York Surrogate’s Courts
• Assist with Powers of Attorney, Health Care Proxies, and other estate planning documents
• Communicate with clients and court personnel
• Track case deadlines and outstanding items
• Maintain accurate time and matter records
• Support attorneys with additional trusts and estates matters as needed

What We’re Looking For

• 1+ year of New York trusts and estates or estate administration experience
• Experience with Surrogate’s Court filings and procedures
• Strong document-drafting and proofreading skills
• Proficiency in Microsoft Office and Adobe PDF
• Clio experience preferred
• Comfortable working in a paperless, technology-driven environment
• Strong organizational, communication, and time-management skills
• Ability to work independently and manage multiple priorities

The SR Group (US), Inc. is acting as an Employment Agency in relation to this vacancy.

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