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About the Role
The Trusts & Estates Paralegal assists attorneys in the administration of estates and trusts and works on various projects under attorney supervision.
Responsibilities
- Prepares petition and related papers to probate clients’ wills
- Compiles exhibits to Form 706 and Form 709
- Creates first drafts of various T&E practice documents
- Creates execution versions of various documents for signature, including proofing for errors, formatting, pagination, numbering, and cross-references
- Assists with administration of trusts by tracking trust information
- Plays an active role in helping the Firm to provide clients with legal services of the highest caliber
- Conducts research and compiles corporate information and precedent binders
- Frequently interacts with partners, associates and clients
- Performs other duties, as assigned
Requirements
- Experience supporting Trust & Estates attorneys highly desired
- Excellent communication and organizational skills
- Ability to work well under pressure and coordinate several activities at once
- Initiative to problem-solve
- Capacity to meet strict deadlines
- Strong research skills
- Proficiency using computer software and the internet
- Flexibility to work a considerable amount of overtime and be available as needed
- Willingness and ability to make a two year commitment
Skills
- Trusts & Estates
- Estate Administration
- Trust Administration
- Probate
- Tax Returns (Form 706, Form 709)
- Legal Document Drafting
- Proofreading
- Formatting
- Research
- Computer Software Proficiency
- Internet Proficiency
Location
- New York
Work Type
- Full-time
Experience Level
- 2-5 years of relevant experience preferred
Education Level
- Bachelor's degree with high academic standing
Salary/Compensations
- $70,000 to $90,000 plus overtime
Benefits
- Paid time off
- Medical
- Dental
- Vision care
- 401(k)
- Substantial health club discounts
About the Company
- The Firm offers a generous employee benefits package.