Trusts & Estates Paralegal

SourcePro Search, LLC; New York (NY); Hybrid; USD 167.000 - 204.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits

Zusammenfassung

SourcePro Search, LLC seeks an experienced Trusts & Estates Paralegal to support a prestigious New York law firm. Focused on complex estate administration, you will manage probate filings, prepare estate planning documents, and ensure timely fiduciary accounting and court filings.

The role offers a hybrid schedule (2–3 days in-office) in New York, NY, with a competitive compensation package up to $185,000 plus comprehensive benefits. Strong collaboration with attorneys and clients is essential.

Qualifikationen

• Bachelor’s degree required.
• 5+ years of Trusts & Estates paralegal experience in a law firm.
• Knowledge of estate administration, trust administration, and estate tax preparation.
• Proficiency with Microsoft Office; experience with One Source (FPS), HotDocs, and Surrogate’s Court e-filing.
• Strong organization and communication skills; able to interact with attorneys, clients, and financial advisors.
• Team-oriented, proactive; able to manage multiple priorities and deadlines.
• Flexibility to work overtime.
• High degree of accuracy, confidentiality, and professionalism.

Aufgaben

• Manage all aspects of estate administration, including probate/administration petitions, asset valuation, and processing bequests
• Assist with preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives
• Prepare and file federal and state estate tax returns, including IRS Form 706 and state filings
• Form LLCs, apply for EINs, and prepare Receipt and Release Agreements
• Review and assist with fiduciary accountings for estates and trusts
• Maintain calendars and deadlines for estate administration and planning matters
• Ensure efficient handling of filings with Surrogate’s Courts and other government agencies

Kenntnisse

Estate administration

Trusts & Estates

Organizational skills

Communication skills

Multitasking

Team collaboration

Deadline management

Overtime flexibility

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

One Source (FPS)

HotDocs

Surrogate’s Court e-filing

Jobbeschreibung

Trusts & Estates Paralegal

Location: New York, NY
Schedule: Hybrid (2–3 days in-office)
Classification: Non-Exempt
Compensation: Up to $185,000 + comprehensive benefits

SourcePro Search is seeking an experienced and detail-oriented Trusts & Estates Paralegal to support a prestigious law firm’s New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients.

What You’ll Do:

• Manage all aspects of estate administration, including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests

• Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives

• Prepare and file federal and state estate tax returns, including IRS Form 706 and applicable state filings

• Form LLCs, apply for EINs, and prepare Receipt and Release Agreements

• Review and assist with fiduciary accountings for estates and trusts

• Maintain calendars and deadlines for estate administration and planning matters

• Ensure efficient handling of filings with Surrogate’s Courts and other government agencies

What You’ll Bring:

• Bachelor’s degree required

• 5+ years of Trusts & Estates paralegal experience in a law firm setting

• Deep knowledge of estate administration, trust administration, and estate tax preparation

• Proficiency with Microsoft Office and experience with One Source (FPS), HotDocs, and Surrogate’s Court electronic filing systems

• Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors

• A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure

• Flexibility to work overtime when necessary

• A high degree of accuracy, confidentiality, and professionalism in all work