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Estate Planning Paralegal

2 months 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 specializing in trust and estate management.

Position Overview:

  • Full-time role requiring expertise in the administration of trusts and estates.
  • Focus on meticulous organization and detail-oriented work in a fast-paced environment.
  • The ideal candidate will demonstrate empathy and a strong commitment to providing outstanding client service.
  • Essential attributes include professionalism, teamwork, and effective communication skills.

Key Responsibilities:

  • Oversee all facets of trust and estate management, coordinating with clients and relevant stakeholders.
  • Prepare and submit necessary legal documents to Surrogate's Court, evaluate estate assets, and manage tax filings related to estates.
  • Assist in the estate distribution process and ensure all legal documentation is completed accurately.

Qualifications:

  • At least 2 years of experience as a paralegal in trust and estate matters (3+ years preferred).
  • Bachelor's degree along with a paralegal certificate or an equivalent qualification.
  • Proactive mindset with strong organizational capabilities and dependability.
  • Proficient in mathematics, Microsoft Word, and Excel, coupled with excellent problem-solving skills.
  • Ability to communicate clearly and concisely, with exceptional proofreading skills and attention to detail.