Paralegal

Trusts & Estates Paralegal

Midsize Law Firm – New York, NY

Hybrid Schedule

Compensation: Up to $160,000

Overview

Our client, a well‑regarded midsize law firm in New York City, is actively seeking an experienced Trusts & Estates Paralegal to join its growing Private Client/Trusts & Estates practice. This hybrid role offers the opportunity to work alongside highly respected attorneys on sophisticated estate planning, trust administration, and estate settlement matters.

This position is ideal for a polished, detail‑oriented paralegal with deep knowledge of New York Surrogate’s Court procedures and the ability to manage complex estate and trust files independently.

Key Responsibilities

Estate Administration

• Prepare and file probate and administration petitions in New York Surrogate’s Court.
• Assist with collecting and valuing assets, preparing asset inventories, and coordinating appraisals.
• Draft correspondence, notices, affidavits, and supporting documents for court filings.
• Oversee deadlines, filings, and compliance throughout the estate administration process.

Trust Administration

• Prepare trust accountings, summaries, and financial schedules.
• Assist with ongoing trust funding, distributions, and documentation.
• Coordinate with fiduciaries, beneficiaries, financial institutions, and accountants.
• Maintain organized trust files and ensure timely follow‑ups on required actions.

Estate Planning Support

• Draft initial versions of wills, trusts, powers of attorney, health care proxies, and other estate planning documents.
• Manage signature pages, execution ceremonies, and document binders.
• Maintain client information, organizational charts, and planning summaries.

General Paralegal & Client Support

• Maintain detailed records of client assets, transactions, and correspondence.
• Handle court e‑filings and ensure all submissions meet procedural requirements.
• Assist attorneys with research, document organization, and preparation for client meetings.
• Serve as a client‑facing resource, providing updates and ensuring a high standard of service.

Qualifications

• 5+ years of Trusts & Estates paralegal experience in a law firm environment.
• Strong command of New York Surrogate’s Court procedures.
• Experience with estate and trust accountings, probate filings, and estate tax returns (federal and NYS).
• Ability to manage multiple matters simultaneously with exceptional organization and accuracy.
• Excellent writing, communication, and interpersonal skills.
• Proficiency with document management systems, Microsoft Office, and trust/estate accounting software.
• High degree of professionalism and discretion when working with sensitive and confidential client information.

Why This Opportunity Stands Out

• Highly competitive compensation—up to $160,000.
• Hybrid schedule offering both flexibility and meaningful in‑office collaboration.
• Opportunity to work on sophisticated T&E matters in a respected midsize firm environment.
• Supportive, collegial team with strong attorney‑paralegal partnership.
• Clear long‑term growth potential within a thriving practice.