What are the responsibilities and job description for the Trusts & Estates Paralegal position at SR Staffing?
Trusts & Estates Paralegal – New York, NY
$120,000 – $175,000 | Boutique Private Wealth Practice
(LAW FIRM EXPERIENCE REQUIRED)
A highly regarded boutique law firm is seeking an experienced Trusts & Estates Paralegal to join its growing New York office. This is a newly created role driven by continued growth, offering the opportunity to work on sophisticated, high-net-worth matters in a collaborative and client-focused environment.
Key Responsibilities
- Draft estate planning documents (wills, trusts, powers of attorney)
- Support probate filings and estate administration
- Prepare trust accountings and estate/gift tax returns
- Coordinate asset inventories, valuations, and transfers
- Conduct legal research on estate, tax, and trust regulations
- Liaise with clients, courts, and financial institutions
Qualifications
- 3 years’ experience in Trusts & Estates at a law firm
- Strong knowledge of NY estate and probate procedures
- Experience with estate administration and trust management
- Ability to manage multiple priorities with strong attention to detail
- Proficiency in legal, tax, and Microsoft Office tools
Salary : $120,000 - $175,000