Our client, a law firm with offices in Midtown Manhattan, is seeking a Trust & Estates paralegal to join their NYC offices. The paralegal will work with and support three attorneys and partners. The role will be a hybrid, with 3 days in and 2 days home (Thursdays required in-office). The ideal candidate will be responsible for collecting and organizing documents and information from various cases at the firm. This candidate should feel comfortable relaying messages between various groups and keeping track of all essential documents to the cases they are working on. This is a direct-hire position offering between 85k-100k depending on experience.
Responsibilities include:
- Identifying, gathering and valuing assets;
- Assisting with estate administration, including preparing of various probate and related court and accounting documents;
- Preparing estate tax return, including federal estate tax returns and state tax returns;
- Ancillary estate administration for nonresidential alien (international) decedents estates, including preparation of Form 706-NA;
- Reviewing and interpreting wills and trust agreements; in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trust;
- Although attorneys generally research issues of law, paralegal must be able to use reference materials and perform basic research using a variety of resources;
- Interacting with clients and court personnel interface with clients and client advisors; generally provide support to active trust and estates practice;
- Coordinating with executors and trustees to identify and value assets and arrange for appraisals and with fiduciary accountants in preparation of estate tax returns;
- Coordinating distributions and estate trust settlement and prepare documents for judicial or non-judicial settlement;
- Preparing first draft of some testamentary documents.
Education and Experience:
- Undergraduate degree preferred but not required.
- Paralegal certification or equivalent preferred but not required.
- Some law firm experience is preferred.
- Good understanding of basic business relationships and client confidentiality principles are required.
- Experience working with Microsoft Office software to include Outlook, Word, Excel, PowerPoint with PDF software and related scanning and production utilities and with document management software preferred.
- Familiarity with procedures of courts and regulatory agencies preferred.
- Experience working with tax preparation and accounting software such as OneSource.