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Trust & Estates Legal Assistant (National Law Firm)

3 months ago

Mineola, United States kay search group Full time
Job DescriptionJob Description

Position: Trust & Estates Legal Assistant (National Law Firm)

Location: Mineola, NY

Comp Package: Base to $85K, Paid Overtime, Bonus; Full Benefits; 401K, etc.

 

Responsibilities for Trust & Estates Legal Assistant:

  • Prepare, serve and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates
  • Assist with Federal and New York estate tax returns
  • Draft wills, trusts, powers of attorney, and health care documents (optional)
  • Prepare beneficiary designation forms and asset transfer forms
  • Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy” notices, and management of trust bank accounts for payment of premiums

 

Requirements for Trust & Estates Legal Assistant:

  • Paralegal or Bachelor’s degree preferred
  • 5+ years of related T&E experience in a law firm required
  • Ability to multi-task, meet deadlines and excel in a team atmosphere
  • Knowledge of Medicaid application a plus
  • Proficient skills in Microsoft Word, Outlook and Excel
  • Well-developed interpersonal and client relation skills
  • Excellent organizational skills