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Estate and Trust Administration Paralegal

2 months ago

New York, New York, United States Devana Group Full time
Position Overview

The Trusts and Estates Paralegal will be responsible for overseeing intricate estate and trust management tasks, including fiduciary accounting, to ensure high-quality service delivery. This role requires the paralegal to operate autonomously, managing estate administration comprehensively while working in conjunction with legal professionals as necessary. Proficiency in mathematics, organization, and technology is crucial for success in this position.

Key Responsibilities:

  • Assess, collect, and appraise assets; draft probate and accounting documentation.
  • Create financial reports for estates and trusts.
  • Compile federal and state estate tax submissions.
  • Analyze and interpret wills and trust documents in collaboration with attorneys to execute plans and fund trusts.
  • Conduct fundamental legal research utilizing various resources.

Qualifications:

  • Bachelor's degree and paralegal certification (or equivalent experience).
  • Knowledge of court and regulatory protocols.
  • Expertise in Microsoft Office, PDF tools, document management systems, and tax preparation/accounting software (e.g., FastTax, ProSystems).
  • Willingness to learn advanced software and pursue training for skill development.
  • Comprehension of business relationships and the importance of client confidentiality.

Work Environment: Hybrid model (3 days in-office, 2 days remote).