Trust & Estates Paralegal

Orionplacement; New York (NY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orionplacement in New York City seeks a paralegal focusing on trusts and estates to support attorneys handling sophisticated estate planning and wealth preservation. The role is hybrid with three in-office days weekly at Manhattan and Brooklyn offices.

The position involves preparing wills, trusts, powers of attorney, and healthcare directives, assisting with administration, maintaining client files, and coordinating with financial advisors and other 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

Trusts & Estates

Strong communication

Organizational skills

Job description

Pay: $70,000.00 - $120,000.00 per year

Why This Is a Great Opportunity

• 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.

JPC-1595

Benefits:

• Dental insurance


• Paid time off


• Retirement plan


• Vision insurance