Estate and Trust Administrator
2 days ago
Our client, a leading law firm based in NYC, is seeking an Estate and Trust Administrator to join their team This position is hybrid (3 days on site, 2 days WFH), and based at their beautiful Midtown, Manhattan office.
*
Job Responsibilities
- Collaborate with attorneys on estate administration tasks (date of death, final distributions, etc.)
- Draft and file legal documents such as court petitions, estate tax returns, and trustee changes
- Monitor the progress of probate for different cases
- Oversee the valuations and transfers of assets into estates
- Review bank and investment accounts and estate records
- Assist attorneys by providing responses to tax audits
- Work with attorney’s out of state to manage estate assets outside of New York
- Draft receipts and releases as well as final distributions for estates and trusts
- Facilitate payment to trustees
- Review legal documents including reviewing wills, trusts, and court documents for tax-exempt clients
- Prepare annual reports for auditors
- Review estate accounting and inventory trust accounts
- Coordinate income and distributions from trusts, transferring of assets, and beneficiary payments
- Create trust allocation schedule and distribute assets at termination
- Obtaining tax identification numbers
- Perform other duties as assigned
*
Skills and Qualifications
- Bachelor’s degree required
- Notary Public commission required
- 5+ years' experience in Trust and Estate preferred
- Knowledge of state and federal estate tax laws (Estates, Powers and Trusts Law, New York Surrogate’s Court Procedures Act, etc.)
- Experience and proficiency in Microsoft Office Suite, SuperForm, HotDocs, and Thomson Reuters OneSource Estate Tax
- Excellent attention to detail, written and verbal communication skills
- Organizational and time management skills
*
*
*
Salary Range: $140,000 to $150,000 based on experience
Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.
-
Trust and Estate Attorney
1 month ago
New York, New York, United States SourcePro Search Full timeJob Title: Trust and Estate Attorney Job Summary: We are seeking a highly skilled Trust and Estate Attorney to join our team at SourcePro Search. As a Trust and Estate Attorney, you will play a pivotal role in our firm's estate planning and administration practice. Responsibilities: * Develop and implement comprehensive estate plans for high-net-worth...
-
Trust and Estates Attorney
4 weeks ago
New York, New York, United States Jobot Full timeJob OverviewWe are seeking a skilled Trust and Estates Associate Attorney to join our team in New York. As a member of our Trusts and Estates group, you will have the opportunity to work on complex estate planning matters, including drafting wills and trusts, and navigating estate, gift, and GST taxation.Key ResponsibilitiesPreparing and reporting gift and...
-
Trusts and Estates Attorney
4 weeks ago
New York, New York, United States Offit Kurman Full timeOffit Kurman is a leading full-service law firm serving the private client market. We are seeking an experienced Estate Planning Attorney to join our Estates and Trusts group in our New York office.Key Responsibilities:Provide expert advice on trusts and estates law with a focus on estate planning and administration.Develop and implement sophisticated estate...
-
Estate and Trust Administrator
7 days ago
New York, United States Career Group Full timeJob DescriptionJob DescriptionEstate and Trust Administrator / Paralegal – Top Law FirmA prestigious law firm is hiring for an Estate Administration Paralegal to work closely with Trust and Estates attorneys on estate and trust administration, accounting, and tax matters. Salary depending upon experience: $140,000 to $150,000 plus paid overtime, bonus...
-
Trust and Estates Legal Secretary
1 month ago
New York, New York, United States Jobot Full timeJob OpportunityWe are seeking an experienced Trust and Estates Legal Secretary to join our team. As a key member of our firm, you will provide administrative support to our attorneys and assist with various tasks related to trust and estates law.Responsibilities:Provide administrative support to attorneysAssist with trust and estates law-related tasksManage...
-
Trusts & Estates Attorney
5 months ago
New York, United States LHH Full timeWe are assisting a trusts and estates boutique, located in New York City, in its search for a mid-level Attorney:Highlights of this opportunity:Work REMOTELY (NY license required) 1600 billable hours Competitive salary (ranging around $180,000+) with excellent bonus opportunity "Big Law level" work - high net worth clients including individuals and corporate...
-
Trust and Estates Paralegal Specialist
4 weeks ago
New York, New York, United States Fawkes IDM Full timeJob DescriptionAt Fawkes IDM, we are seeking a highly skilled Trust and Estates Paralegal to support our team in delivering exceptional services to our clients. Key Responsibilities:Administer all phases of estate and trust administration, including probate, with a strong understanding of New Jersey, New York, and Florida probate laws.Establish and maintain...
-
Trusts & Estates Attorney
3 weeks ago
New York, United States LHH Full timeWe are assisting a trusts and estates boutique, located in New York City, in its search for a mid-level Attorney:Highlights of this opportunity:Work REMOTELY (NY license required)*1600 billable hoursCompetitive salary (ranging around $180,000+) with excellent bonus opportunity"Big Law level" work - high net worth clients including individuals and corporate...
-
Tax and Trusts and Estates Associate
4 weeks ago
New York, New York, United States Jobot Full timeJob SummaryWe are seeking an experienced Tax and Trusts and Estates Associate to join our team in Manhattan. The ideal candidate will have 3+ years of substantive tax and trusts and estates experience, preferably in an Am Law or comparable big law setting. An LL.M in Taxation or Estate Planning is strongly preferred.About the RoleThis is a full-time...
-
Trust and Estate Attorney
2 weeks ago
new york city (norwood), United States Hiring & Empowering Solutions Full timeWhat we do:We help individuals and families navigate some of the most difficult phases in their lives by helping them plan their legacy which may involve avoiding probate, minimizing estate taxes, planning for long-term care, and mitigating the associated, devasting financial effects, plan for family members with special needs, and...
-
Trust and Estate Attorney
1 month ago
new york city (norwood), United States Hiring & Empowering Solutions Full timeWhat we do:We help individuals and families navigate some of the most difficult phases in their lives by helping them plan their legacy which may involve avoiding probate, minimizing estate taxes, planning for long-term care, and mitigating the associated, devasting financial effects, plan for family members with special needs, and...
-
Senior Trusts and Estates Specialist
4 weeks ago
New York, New York, United States Top Tier Reps LLC Full timeJob Title: Senior Trusts and Estates SpecialistJob Summary: We are seeking a highly skilled Senior Trusts and Estates Specialist to join our team at Top Tier Reps LLC. The ideal candidate will have strong academic credentials and a broad background in estate planning, tax, real estate, disputes, investments, and succession planning.Key Responsibilities:*...
-
Trusts & Estates Associate Attorney
1 week ago
New York, United States VOYlegal Full timeVOYlegal is assisting an international law firm in its search for a Trusts & Estates Associate Attorney to join its New York City office. This is a great opportunity to represent an international client base as part of a collaborative team, assisting with complex estate planning, estate and trust administration, and tax advising.If interested, please submit...
-
Trusts & Estates Attorney
3 weeks ago
New York, United States Garcia Legal Search, LLC Full timeAm Law firm is seeking a Trusts & Estates Attorney with 3-5 years of experience for its New York or Philadelphia offices. The ideal candidate will have comprehensive experience in estate planning and administration, with litigation experience and an LLM in Tax preferred. The role requires candidates to be self-motivated team players with strong academic and...
-
Trusts & Estates Paralegal or Staff Attorney
1 month ago
New York, United States Trustpoint.One Full timeGreat opportunity for an experienced Trusts & Estates Paralegal or Staff Attorney to join a leading AmLaw firm in their Downtown NYC office on a direct hire basis. For Attorneys, this position is not a partnership track position. The person in this role will provide support to the U.S. private clients lawyers in all aspects of estate administration. Duties...
-
Trusts & Estates Attorney
2 weeks ago
new york city, United States LHH Full timeWe are assisting a trusts and estates boutique, located in New York City, in its search for a mid-level Attorney:Highlights of this opportunity:Work REMOTELY (NY license required)*1600 billable hoursCompetitive salary (ranging around $180,000+) with excellent bonus opportunity"Big Law level" work - high net worth clients including individuals and corporate...
-
Trusts & Estates Attorney
3 weeks ago
new york city, United States LHH Full timeWe are assisting a trusts and estates boutique, located in New York City, in its search for a mid-level Attorney:Highlights of this opportunity:Work REMOTELY (NY license required)*1600 billable hoursCompetitive salary (ranging around $180,000+) with excellent bonus opportunity"Big Law level" work - high net worth clients including individuals and corporate...
-
Trust & Estate Partner
1 week ago
New York, United States Ascendion Full timeWe are recruiting for a full-service law firm with multiple offices in California that seeks a Partner for its Trusts and Estates department, to work in New York.About the RoleIdeal candidates will have significant work experience in estate planning, although an LL.M. in Estate Planning will be considered instead of work experience. The position will assist...
-
Trusts and Estates Attorney
1 month ago
New York, New York, United States Offit Kurman Full timeOffit Kurman is a leading law firm serving the private client market. We are seeking an experienced Estate Planning Attorney to join our Estates and Trusts group in our New York office. **Key Requirements:** * Seven or more years of experience practicing trusts and estates law. * Proven ability to lead in-person client meetings. * Licensed to practice law...
-
Trusts and Estates Associate
4 weeks ago
New Haven, Connecticut, United States Top Tier Reps LLC Full timeJob OpportunityWe are seeking a highly skilled Trusts and Estates Associate to join our team at Top Tier Reps LLC.Key ResponsibilitiesProvide exceptional support to trusts and estates partners in Connecticut, New York, and Florida.Assist with complex matters, including estate planning, drafting, and administration.Develop and implement effective solutions to...