Trust & Estates Paralegal

Beacon Hill Staffing Group, LLC; New York (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan

Disability insurance

Life insurance

Tuition reimbursement

Paid time off

Paid holidays

Discretionary bonus

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 supports attorneys and professionals in managing complex estate and trust matters from inception through completion.

The ideal candidate has a bachelor’s degree (or associated degree with a paralegal certificate) and at least five years of trust and estate administration experience, with strong communication and organizational skills.

Qualifications

• Bachelor's degree, or an associate degree with a paralegal certificate.
• At least five years of trust and estate administration experience.
• Experience preparing estate, inheritance, income, and gift tax returns.
• Proficiency in Microsoft Office, PDF tools, document management systems, and timekeeping software.

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.

Skills

Strong communication

Analytical

Organizational

Client-service

Attention to detail

Discretion

Education

Bachelor's degree or associate with paralegal certificate

Tools

Microsoft Office

PDF tools

Document management systems

Timekeeping software

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

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

• 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
• 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.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

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 their 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)