What are the responsibilities and job description for the Trusts & Estates Paralegal position at SourcePro Search?
Trusts & Estates Paralegal
Location: New York, NY
Schedule: Hybrid (2–3 days in-office)
Classification: Non-Exempt
Compensation: Up to $185,000 comprehensive benefits
SourcePro Search is seeking an experienced and detail-oriented Trusts & Estates Paralegal to support a prestigious law firm’s New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients.
What You’ll Do:
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Manage all aspects of estate administration, including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests
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Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives
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Prepare and file federal and state estate tax returns, including IRS Form 706 and applicable state filings
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Form LLCs, apply for EINs, and prepare Receipt and Release Agreements
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Review and assist with fiduciary accountings for estates and trusts
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Maintain calendars and deadlines for estate administration and planning matters
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Ensure efficient handling of filings with Surrogate’s Courts and other government agencies
What You’ll Bring:
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Bachelor’s degree required
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5 years of Trusts & Estates paralegal experience in a law firm setting
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Deep knowledge of estate administration, trust administration, and estate tax preparation
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Proficiency with Microsoft Office and experience with One Source (FPS), HotDocs, and Surrogate’s Court electronic filing systems
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Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors
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A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure
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Flexibility to work overtime when necessary
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A high degree of accuracy, confidentiality, and professionalism in all work
If you are a motivated, highly skilled Trusts & Estates Paralegal seeking your next career move in New York, we want to hear from you. Apply today to join a team known for its excellence in estate and trust law.