Trust & Estate Paralegal

Beacon Hill; New York (NY); Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication

Analytical

Organization

Client-service

Attention to detail

Discretion

Time management

Formation

Bachelor's degree or paralegal certificate

Description du poste

Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice. This role partners closely with attorneys and other professionals to manage sophisticated estate and trust matters from inception through completion while delivering responsive, high-quality client service.

Key Responsibilities

Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice. This role partners closely with attorneys and other professionals to manage sophisticated estate and trust matters from inception through completion while delivering responsive, high-quality client service.

Key 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.

Qualifications

• Bachelor's degree, or an associate degree with a paralegal certificate, plus at least five years of trust and estate administration experience in a law firm or corporate legal department.
• Experience preparing estate, inheritance, income, and gift tax returns, with proficiency in Microsoft Office, PDF tools, document management systems, and timekeeping software.
• Strong communication, analytical, organizational, and client-service skills, with exceptional attention to detail and discretion in handling confidential matters.
• Ability to manage competing deadlines, train junior team members, meet billable-hour requirements, and work overtime or travel as needed.

Compensation & Benefits

The organization offers a competitive benefits package that may include medical, dental, and vision coverage; retirement and profit-sharing programs; short- and long-term disability coverage; life insurance; tuition reimbursement; paid time off; paid holidays; and discretionary bonuses.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)