Senior Trusts & Estates Paralegal

SourcePro Search is conducting a search for a Senior Trusts & Estates Paralegal for our global law firm client in their New York office.The ideal candidate will support the members of the firm's New York Trusts & Estates group with a focus on estate administration and trust administration. The ideal candidate will have a high level of motivation, flexibility, initiative, and ability to follow through on numerous ongoing projects. The Senior Paralegal will be required to be in the office 2-3 days per week and may work remotely other days. Flexibility with respect to the days in the office is required.What You'll Do:Handle all aspects of estate administrations, including preparation and filing of probate and administration proceedings, collection and valuation of assets, and payment of bequestsAssist with preparation of Wills, Trusts, health care directives, powers of attorney and other estate planning documentsPrepare and file federal and state estate tax returns and related filingsFormation of LLCs and applying for and securing EINs. Preparation of Receipt and Release Agreements for payment of bequests and for informal settlement of estate and trust accountingsReview and assist with preparation of fiduciary accountings for estates and trustsMaintain departmental calendars for estate administration filing deadlines and planning mattersWhat You'll Bring:Bachelor's degree requiredMinimum 5 + years of Trusts & Estates paralegal experienceStrong communication skills with the ability to interact well with people at all levels of the organization including clients and client advisorsDemonstrate a positive attitude, strong judgment, initiative, and integrityDependable, highly motivated, and a team playerAbility to prioritize and manage multiple tasks simultaneouslyDetail oriented, with above average spelling, language, and grammar skillsFlexibility to operate independently and in a team atmosphere with a high degree of accuracy, confidentiality, and professionalismProficient with Microsoft OfficeExperience with One Source (FPS) estate tax preparation software, New York Hot Docs forms and Surrogate Court filingsAbility to work overtime on short notice when required

Created: 2025-02-10