Estate Planning Paralegal

2 weeks ago


New York, New York, United States CF Legal Recruiting and Staffing Full time

CF Legal Recruiting and Staffing

We are currently seeking a dedicated and experienced paralegal with a strong background in trust and estate management. The ideal candidate will thrive in a fast-paced environment and demonstrate exceptional organizational skills and attention to detail.

Key Responsibilities:

  • Oversee comprehensive trust and estate management, coordinating with clients and necessary stakeholders.
  • Draft and submit Surrogate's Court documentation, evaluate estate assets, and handle estate tax submissions.
  • Assist in the estate distribution process and ensure all legal documentation is completed accurately.

Qualifications:

  • A minimum of 2 years of experience as a paralegal in trust and estate matters is required, with a preference for candidates with 3 or more years.
  • A Bachelor's degree along with a paralegal certification or equivalent credentials is essential.
  • Exhibit a proactive mindset, outstanding organizational capabilities, and dependability.
  • Strong proficiency in mathematics, Microsoft Word, and Excel, complemented by excellent problem-solving skills.
  • Ability to communicate clearly and effectively, with superior proofreading skills and a meticulous attention to detail.


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