Trust & Estates Paralegal

Orion Placement; New York (NY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Orion Placement is seeking a paralegal with 2+ years of Trusts & Estates experience to join a boutique estate planning practice in New York. The role supports sophisticated matters for individuals and families, with a hybrid schedule split between Manhattan and Brooklyn offices.

You will prepare wills, trusts, powers of attorney, healthcare directives, and assist with probate and estate administration while coordinating with clients and professionals.

Qualifications

• 2+ years of Trusts & Estates paralegal experience.
• Experience preparing estate planning documents.
• Strong organizational and document management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple matters in a fast-paced environment.
• Probate or estate administration experience is a plus.

Responsibilities

• Prepare and organize estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Assist attorneys with trust and estate administration matters.
• Maintain and organize client files and legal documents.
• Communicate with clients regarding documentation and case updates.
• Coordinate with financial advisors, accountants, and other professionals.
• Assist with probate and estate administration as needed.
• Support attorneys with drafting, filings, and overall case management.

Skills

Paralegal experience

Estate planning

Documentation

Communication skills

Job description

• Join a respected boutique law practice focused on sophisticated estate planning and wealth preservation.
• Work alongside experienced attorneys on meaningful Trusts & Estates matters.
• Hybrid schedule with offices in both Manhattan and Brooklyn.
• Opportunity to support complex estate planning for individuals, families, and high net worth clients.
• Collaborative, team-oriented environment with strong administrative support.
• Excellent opportunity for long-term professional growth.

Location:

Hybrid opportunity based in New York City with time split between the firm's Manhattan and Brooklyn offices. Enjoy a flexible schedule with three in-office days each week.

Note:

Candidates must have at least 2 years of Trusts & Estates paralegal experience. Estate planning experience is required.

About Us

We are a growing boutique trusts and estates practice dedicated to helping individuals, families, and business owners with estate planning and wealth preservation. We pride ourselves on providing exceptional client service while fostering a collaborative, supportive work environment where our team can thrive. Confidential Employer.

Job Description

• Prepare and organize estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Assist attorneys with trust and estate administration matters.
• Maintain and organize client files and legal documents.
• Communicate with clients regarding documentation and case updates.
• Coordinate with financial advisors, accountants, and other professionals.
• Assist with probate and estate administration as needed.
• Support attorneys with drafting, filings, and overall case management.

Qualifications

• 2+ years of Trusts & Estates paralegal experience.
• Experience preparing estate planning documents.
• Strong organizational and document management skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple matters in a fast-paced environment.
• Probate or estate administration experience is a plus.

Why You Will Love Working Here

You'll be part of a collaborative team that values quality work, client relationships, and professional growth. You'll gain exposure to sophisticated estate planning matters while enjoying a flexible hybrid schedule and a supportive workplace culture.