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Paralegal for Trusts and Estates

2 months ago


New York, New York, United States The Village Law Firm Full time
Trusts and Estates Paralegal

The Village Law Firm is seeking a dedicated Trusts and Estates Paralegal to enhance their legal team. This position entails overseeing all facets of estate management and providing support in estate planning activities. The successful applicant should possess a Bachelor’s degree or equivalent experience, with a minimum of 5 years in a similar role. Proficiency in Microsoft Office Suite, particularly Word, Excel, and PowerPoint, is essential, alongside experience handling substantial estates and preparing tax documentation. Exceptional attention to detail, strong organizational capabilities, and the ability to function both independently and collaboratively are crucial for thriving in this position.

Key Responsibilities:

  • Oversee all elements of estate management, including the drafting of legal documents and coordinating asset assessments.
  • Serve as the primary liaison for clients while managing departmental schedules for estate administration deadlines.
  • Assist in the drafting of estate planning documents and the establishment of trusts.
  • Identify and rectify deficiencies in client estate strategies.