Paralegal, Trust and Estates

2 days ago

New York, New York, United States Davis Polk & Wardwell LLP Full time $90,000 - $120,000

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Clients know they can rely on Davis Polk for their most challenging legal and business matters. Our approximately 1,000 lawyers located in 10 offices in the world's key financial centers and political capitals collaborate seamlessly to deliver exceptional service, sophisticated advice and creative, practical solutions. Visit

Position Summary

The Paralegal, Trust & Estates works with the Trust & Estates lawyers in administering client estates, estate planning and trust accounting.

Essential Duties and Responsibilities

Typical responsibilities include, but are not limited to, the following:

  • Administer Estates, including identifying, valuing, collecting and distributing Decedent's assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants

  • Prepare documents for probate and other Surrogate's Court filings

  • Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations

  • Prepare spreadsheets reflecting alternative estate planning options

  • Compile voluminous exhibits for tax filings and legal proceedings

  • Prepare clients' billing statements on a monthly basis

  • Prepare incapacity documents

  • Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients

  • Meet with clients and assist with execution of documents

Qualifications/Position Requirements

  • Substantial experience administering trusts and estates for ultra-high net worth individuals

  • Strong interpersonal skills, including the ability to work effectively with all levels of staff

  • Knowledge of Word and Excel computer programs

  • Experience managing and mentoring staff

  • Excellent written and verbal communication skills

  • Excellent organizational and research skills

  • Ability to manage multiple projects

  • Strong operational, leadership, organizational, technical, and interpersonal skills

  • Strong work ethic and flexibility to meet the demands of the position

Education and/or Experience

  • Bachelor's degree

  • Minimum of 3 years' relevant experience

Compensation

The expected base salary for this position ranges from $90,000 - $120,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, anticipated assignment, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. Davis Polk offers a competitive salary and comprehensive benefits package.

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