Trust & Estates Paralegal

Beacon Hill; New York (NY); On-site; USD 110,000 - 155,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement plan and profit sharing

Paid time off and holidays

Discretionary bonuses

Job summary

Beacon Hill Legal is seeking an experienced Senior Trust & Estate Paralegal to join its Trusts, Estates & Wealth Preservation practice in New York. You will work closely with attorneys to manage sophisticated estate and trust matters from inception through completion, delivering responsive, high-quality client service.

The role requires five years of trust and estate administration experience, with proficiency in tax returns, MS Office, document management systems, and timekeeping software.

Qualifications

• Bachelor’s degree or equivalent with a paralegal certificate, plus at least five years of trust and estate administration experience.
• Experience preparing estate, inheritance, income, and gift tax returns, with proficiency in MS Office, PDFs, document management, and timekeeping software.

Responsibilities

• Prepare probate documents, court petitions, filings, and federal/state tax returns.
• Administer estate and trust assets from inception through termination, including valuations and beneficiary distributions.
• Conduct due diligence, document reviews, and produce final deliverables for stakeholders.
• Serve as primary contact for attorneys, clients, and third parties while supporting junior team members.

Skills

Strong communication

Time management

Attention to detail

Discretion

Education

Bachelor’s degree or paralegal certification

Tools

Microsoft Office

PDF tools

Document management systems

Timekeeping software

Job description

Salary: USD110000 - USD155000 per year

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.

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.