Current job openings

Paralegal, Trust & Estates

Posted: Monday, March 04, 2019 Full-Time


The Role

The New York office has an immediate need for a Trusts & Estates Paralegal.  The paralegal will support the members of the firm’s New York Trusts & Estates group with a focus on Estate Administration. The ideal candidate will have a high level of motivation, flexibility, initiative and ability to follow through on numerous ongoing projects.

Additional responsibilities include, but are not limited to:

  • Conduct estate administrations, including probates and trust settlements, under the supervision of attorneys
  • Assist with the preparation of highly customized foundational estate planning documents
  • Assist attorneys with the preparation of federal estate tax returns and related filings
  • Prepare and file probate court documents: notice of hearings, proofs of service, guardian ad litem petitions, etc.
  • Assist attorneys with the administration of decedent’s trusts and estates: calendar deadlines, gather asset information from clients; prepare notices, etc.
  • Prepare accounts and settlement papers for both informal and formal settlement of estates and trusts
  • Maintain files and correspondence
  • Additional projects and administrative matters, as assigned


  • Bachelor’s Degree
  • Minimum three years of paralegal experience in trusts and estates law
  • Strong communication skills with the ability to interact well with people at all levels of the organization and some external parties
  • Demonstrate a positive attitude, strong judgment, initiative, integrity and be a dependable, highly motivated, team player
  • Ability to prioritize and manage multiple tasks simultaneously
  • Detail oriented, with above average spelling, language and grammar skills
  • Flexibility to operate independently and in a team atmosphere with a high degree of accuracy, confidentiality and professionalism
  • Proficient with Microsoft Office
  • Ability to work overtime on short notice when required

Equal Employment Opportunity/M/F/disability/protected veteran status