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Estate Planning Paralegal

2 months ago

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

About CF Legal Recruiting and Staffing

We are currently seeking a dedicated and experienced paralegal specializing in trust and estate services. The ideal candidate will thrive in a fast-paced environment, demonstrating exceptional organizational skills and a meticulous attention to detail.

Key Responsibilities:

  • Oversee comprehensive trust and estate management, ensuring effective communication with clients and associated parties.
  • Prepare and submit necessary legal documents to Surrogate's Court, evaluate estate assets, and handle estate tax submissions.
  • Assist in the estate distribution process, ensuring all legal documentation is completed accurately and efficiently.

Qualifications:

  • A minimum of 2 years of experience as a paralegal in trust and estate matters is required; 3+ years is preferred.
  • A Bachelor's degree along with a paralegal certification or equivalent qualification is essential.
  • Must possess a proactive mindset, strong organizational capabilities, and a dependable work ethic.
  • Proficiency in mathematical calculations, Microsoft Word, and Excel is necessary, alongside excellent problem-solving skills.
  • Strong communication skills, exceptional proofreading abilities, and a keen attention to detail are crucial for success in this role.