What are the responsibilities and job description for the Senior Trusts & Estates Paralegal (Individual Client Services Specialist) position at SourcePro Search?
Senior Trusts & Estates Paralegal (Individual Client Services Specialist)
📍 Location: New York, NY (On-site 4–5 days/week)
💼 Schedule: Full-Time | Exempt
💲 Salary Range: Up to $170K–$200K for a stellar candidate
🧑🤝🧑 Team: Individual Client Services (ICS)
What You’ll Do:
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Handle complex estate administration, including marshaling assets, arranging appraisals, and preparing all necessary court filings.
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Prepare Federal and State estate tax returns and run estate/gift tax projections for trusts (e.g., GRATs, QPRTs).
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Draft probate petitions, applications for preliminary letters testamentary, petitions for advance payment of commissions, and receipt and release agreements.
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Manage IRS and state estate tax audits and assist with trust administration and accounting proceedings.
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Guide and mentor junior legal assistants and collaborate closely with attorneys on estate and tax planning matters.
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Interface directly with clients with sensitivity and professionalism, often during difficult or emotional circumstances.
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Assemble required documentation for fiduciary accountants and ensure the accuracy and completeness of all filings and client deliverables.
What You’ll Bring:
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10–15 years of specialized Trusts & Estates experience—ideally from an AM Law firm or a boutique firm focusing exclusively on T&E.
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Proven ability to read and interpret wills, handle elder care matters (Medicaid/Medicare claims), and support complex trust/estate matters.
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Advanced knowledge of estate and tax planning, probate procedures, and relevant court systems.
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Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat; experience with OneSource and document management systems is a plus.
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Exceptional communication skills, with the ability to manage a high volume of clients and cases while maintaining accuracy and empathy.
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Strong leadership and mentorship capabilities with a collaborative team mindset.
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Bachelor's degree or equivalent combination of education and hands-on experience.
Salary : $170,000 - $200,000