Paralegal

Trusts & Estates Paralegal

Permanent

Friedman Williams

Trusts & Estates Paralegal New York NY

Job ID: 15312

Job Description

Our client is an established and expanding midsized firm located in Midtown. Their trusts and estates and elder law group is seeking a highly skilled and motivated Trusts and Estates Paralegal to join their team. This role involves managing estates and trusts administration and assisting with elder law planning. We are looking for a candidate with the ability to handle estates from probate to final accounting, assist with Medicaid applications, and contribute to estate tax preparation and tax-related elections. 

Responsibilities:

  • Identify, gather, and value assets for estate administration.
  • Assist with estate administration by preparing various probate, court, and accounting documents.
  • Prepare and assist with Medicaid applications.
  • Prepare accountings for both estates and trusts.
  • Prepare estate tax returns, including federal and state estate tax returns.
  • Handle ancillary estate administration for nonresident alien decedent estates.
  • Review and interpret wills and trust agreements in collaboration with attorneys to implement the estate and trust administration plan and fund trusts.
  • Conduct basic research using reference materials and other resources.
  • Interact with clients, court personnel, and client advisors.
  • Coordinate with executors, trustees, and fiduciary accountants for asset valuation, appraisals, estate tax returns, and distributions.
  • Prepare documents for judicial or non-judicial settlement and draft some testamentary documents.

Education and Experience:

  • Bachelor’s degree required.
  • Paralegal certification or equivalent required.
  • No law firm experience necessary, but a strong work ethic and willingness to learn are essential.
  • Strong numerical skills and attention to detail are required.
  • Ability to learn and use advanced software programs and new technology, and willingness to seek training to improve skills.
  • Good understanding of basic business relationships and client confidentiality principles.
  • Experience with Microsoft Office (Outlook, Word, Excel, PowerPoint), PDF software, scanning and production utilities, and document management software preferred.
  • Familiarity with court and regulatory agency procedures preferred.
  • Experience with tax preparation and accounting software (e.g., OneSource) preferred.

Salary Range $90,000-$120,000

Tagged as: Trusts & Estates Paralegal