Trusts & Estates Paralegal — Complex Trusts & Wills

Feldman, Kramer & Monaco, P. C.

Hauppauge (NY)

On-site

USD 75,000 - 115,000

Full time

14 days+

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Job summary

Feldman, Kramer & Monaco, P. C. is seeking an experienced Trusts & Estates Paralegal to join our growing firm in New York.

The ideal candidate has extensive estate planning and trust administration experience with a strong emphasis on drafting sophisticated and complex trust documents. Responsibilities include drafting revocable and irrevocable trusts, preparing wills and powers of attorney, assisting attorneys with advanced estate planning strategies, and coordinating document execution with

Qualifications

Minimum 5 years of Trusts & Estate paralegal experience.
Strong background in drafting complex trust and estate planning documents.
Knowledge of estate planning, trust administration.
Exceptional attention to detail.
Able to manage multiple priorities in a fast-paced environment.

Responsibilities

Draft revocable, irrevocable, and other complex trust agreements.
Prepare wills, powers of attorney, health care proxies, and related estate planning documents.
Assist attorneys with advanced estate planning strategies.
Prepare trust funding documents, deeds, assignments, and beneficiary designations.
Coordinate document execution and maintain organized client files.
Demonstrate empathetic communication.
Assist with trust and estate administration as needed.