Trusts & Estates Paralegal

Job Description:

The Trust and Estates Paralegal will work with our Trusts and Estates practice group to assist with estate and trust administration and IRS and state agency filings.

Paralegal Duties:

 Preparing and filing probate forms in New York, New Jersey and Connecticut and dealing with Surrogate’s Court personnel.

 Arranging for the valuation of assets.

 Opening and closing estate and trust accounts.

 Arranging for estate and trust distributions and bill payments.

 Preparing estate and gift tax returns and accountings.

 Projections in advanced excel spreadsheets.

 Drafting receipts and releases.

 Drafting cover letters.

 Tracking due dates in estate and trust matters.

 Filing entity formation documents in Delaware.

 Attending execution of wills and trust documents.

Job Requirements:

 Bachelor’s degree or equivalent experience and at least two years of paralegal experience is required; experience working for a law firm is strongly preferred.

 The ideal candidate will be highly organized, possess excellent proofing and communication (oral and written) skills; the ability to multitask in a fast-paced environment; a very strong attention to detail; and a professional demeanor.

 Strong interpersonal skills with the ability to work closely and build relationships with lawyers, clients and staff to achieve results. Requires a high level of collaboration with attorneys and staff and the ability to exercise independent judgment.

 Strong computer skills including proficiency in Word, Excel, PowerPoint, and using the internet is a must. Working knowledge of iManage or other filing databases and web technology would be beneficial.