What are the responsibilities and job description for the Trust and Estates Paralegal position at CF Legal Recruiting and Staffing?
A highly regarded global law firm, recognized by Great Place to Work and Top Workplaces—is seeking an experienced Trusts & Estates Paralegal to join its New York office. This firm offers a collaborative, innovative environment where teams work across regions to deliver impactful client solutions.
Compensation: $110,000 – $150,000 bonus potential
Location: New York, NY (Hybrid – 2–3 days in office)
Key Responsibilities:
- Manage all aspects of estate administration, including probate filings, asset collection/valuation, and distribution
- Assist with drafting wills, trusts, powers of attorney, and healthcare directives
- Prepare and file federal and state estate tax returns
- Form entities (LLCs) and obtain EINs
- Prepare Receipt & Release Agreements and assist with fiduciary accountings
- Track deadlines and maintain departmental calendars
- Collaborate with attorneys and internal teams on estate planning matters
Qualifications:
- Bachelor’s degree required
- 5 years of Trusts & Estates paralegal experience
- NY Notary Public (or ability to obtain)
- Strong communication skills and ability to interact with clients and advisors
- Highly organized, detail-oriented, and able to manage multiple matters
- Proficiency in Microsoft Office; experience with OneSource (FPS), Hot Docs, and Surrogate’s Court filings preferred
- Ability to work independently and in a fast-paced environment
Why Join?
- Top-tier, globally recognized law firm
- Competitive compensation bonus potential
- Comprehensive benefits (medical, dental, vision, 401(k), etc.)
- Generous PTO, 11 paid holidays, and parental leave
- Supportive, collaborative culture with strong growth opportunities
Salary : $110,000 - $150,000