Estate Administration Paralegal

2-3 yrs required

Full-time

No

**Estate Administration Paralegal**

Our law firm is seeking a full-time, experienced paralegal to work in the area of trust and estate administration. The ideal candidate must have a minimum of 2 years (preferably 3+ years) of solid trust and estate paralegal experience along with a bachelor’s degree and a paralegal certificate or equivalent.

**Key Responsibilities:**
- Communicating with clients and their family members, accountants and financial advisors
- Preparing and filing all Surrogate’s Court pleadings
- Gathering assets in a decedent’s estate
- Assisting in valuing decedent’s assets as of the date of death
- Preparation of the estate tax returns and Form 8971
- Assisting in the distribution of the estate including the preparation of assignments, deeds

**Qualifications:**
- Highly proactive with attention to detail
- Dependable and extremely organized
- Excellent math and computer skills, including at least intermediate command of Word and Excel
- Excellent problem solving and analytical skills
- Excellent proofreading skills and clear and concise communication skills

**Salary and Benefits:**
The salary range for this position is competitive and commensurate with experience. Additional benefits include medical, dental, vision, life insurance, 401(k) plan, vacation and sick leave, and other paid holidays.

Our law firm’s experienced Estate Administration group has over 25 Trusts and Estates attorneys and over 10 paralegals—including several ACTEC Fellows, adjunct law professors and leaders in the ABA and New York State Bar Association. Our sophisticated services in this field include asset preservation, wills and trusts, family limited partnerships, GRATs, GRIPs, Private Annuities, Freeze partnerships, dynasty trusts, charitable trusts, business succession planning, international estate planning, installment sales, state domicile and residence issues, charitable organizations and their for profit affiliates, estate, gift and generation skipping transfer taxes planning, personal tax planning, asset planning, restructuring, post mortem estate planning, gift and estate tax audits and estate administration. This is a unique opportunity to work in a practice with very high net worth clients and strategies rivaling the sophistication of a major international law firm with the flexibility, nimbleness, collegiality, collaboration and opportunity for growth of a smaller firm.

Our law firm is currently seeking an experienced Estate Administration Paralegal to join our team. The ideal candidate must have a minimum of 2 years (preferably 3+ years) of solid trust and estate paralegal experience along with a bachelor’s degree and a paralegal certificate or equivalent.

**Job Responsibilities:**
- Communicating with clients and their family members, accountants and financial advisors
- Preparing and filing all Surrogate’s Court pleadings
- Gathering assets in a decedent’s estate
- Assisting in valuing decedent’s assets as of the date of death
- Preparation of the estate tax returns and Form 8971
- Assisting in the distribution of the estate including the preparation of assignments, deeds

**Qualifications:**
- Minimum of 2 years (preferably 3+ years) solid trust & estate paralegal experience
- Bachelor’s degree and a paralegal certificate or equivalent
- Highly proactive with attention to detail, dependable, and extremely organized
- Excellent math and computer skills, including at least intermediate command of Word and Excel
- Excellent problem solving and analytical skills
- Excellent proofreading skills and clear and concise communication skills

**Salary and Benefits:**
The salary range for this position is competitive and commensurate with experience. Additional benefits include medical, dental, vision, life insurance, 401(k) plan, vacation and sick leave, and other paid holidays.

Our law firm’s Estate Administration group is comprised of over 25 Trusts and Estates attorneys and over 10 paralegals—including several ACTEC Fellows, adjunct law professors and leaders in the ABA and New York State Bar Association. Our services in this field include a wide range of sophisticated strategies rivaling the sophistication of a major international law firm, with the flexibility, nimbleness, collegiality, collaboration and opportunity for growth of a smaller firm.

We specialize in asset preservation, wills and trusts, family limited partnerships, GRATs, GRIPs, Private Annuities, Freeze partnerships, dynasty trusts, charitable trusts, business succession planning, international estate planning, installment sales, state domicile and residence issues, charitable organizations and their for profit affiliates, estate, gift and generation skipping transfer taxes planning, personal tax planning, asset planning, restructuring, post mortem estate planning, gift and estate tax audits and estate administration. This is a unique opportunity to work in a practice with very high net worth clients.

If you have the required qualifications and are looking for an exciting opportunity to join a top-notch law firm, we encourage you to apply.

Not Specified

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Not Specified

Organization, Attention to Detail, Professionalism, Teamwork, Communication, Math, Computer Skills, Problem Solving, Analytical Skills, Proofreading

Bachelor’s Degree and a Paralegal Certificate or Equivalent

Qualification and Experience Bachelor’s Degree and a Paralegal Certificate or Equivalent

Legal