Trust & Estates Administration Paralegal

Target Salary: $76,500 – $162,500 (Commensurate with Experience)

JOB SUMMARY

Our client is seeking a skilled Trust & Estates Administration Paralegal with 5+ years of experience to join its New York City office. This individual will play a critical role in supporting attorneys in all aspects of estate and trust administration, delivering high-quality service to clients and fiduciaries.

RESPONSIBILITIES

• Manage all phases of estate and trust administration, including probate and trust settlement
• Communicate extensively with clients, financial advisors, and accountants
• Prepare federal and state estate tax returns, fiduciary income tax returns, and accountings
• Coordinate distribution of estate assets and trust funding
• Assist with deed work and related property transfers
• Maintain organized case files and prepare supporting documentation
• Ensure compliance with jurisdiction-specific probate rules (knowledge of NJ, NY, and FL procedures a plus)
• Utilize estate tax software (e.g., ONESOURCE/Fast Tax), HotDocs, and Microsoft Office tools for document preparation

QUALIFICATIONS

• Minimum of 5 years of experience in trust and estate administration
• College degree and/or paralegal certificate preferred
• JD/paralegal candidates will also be considered
• Superior communication skills, both written and verbal
• Excellent mathematical, analytical, and organizational abilities
• Ability to prioritize multiple tasks and work collaboratively in a team environment
• Proficiency in Microsoft Word; experience with estate tax software and HotDocs strongly preferred

BENEFITS

• Comprehensive benefits program including medical, dental, vision, life insurance, and 401(k)
• A collegial and inclusive firm culture focused on long-term professional development
• Opportunity to work alongside highly experienced attorneys in a respected Trusts & Estates practice