Trusts & Estates Paralegal

Trusts & Estates Paralegal

Location: New York, NY
Schedule: Hybrid (2–3 days in-office)
Classification: Non-Exempt
Compensation: Up to $185,000 + comprehensive benefits

Source Pro Search is seeking an experienced and detail-oriented Trusts & Estates Paralegal to support a prestigious law firm’s New York-based team. This is an exciting opportunity for a T&E paralegal who enjoys complex estate administration and values working in a collaborative, fast-paced environment. This role offers a hybrid schedule and exposure to sophisticated trusts and estates matters for high-net-worth clients.

• Manage all aspects of estate administration
  , including preparing and filing probate/administration petitions, collecting and valuing assets, and processing bequests

• Assist with the preparation of estate planning documents such as Wills, Trusts, Powers of Attorney, and Health Care Directives

• Prepare and file federal and state estate tax returns
  , including IRS Form 706 and applicable state filings

• Form LLCs
  , apply for EINs
  , and prepare Receipt and Release Agreements

• Review and assist with fiduciary accountings for estates and trusts

• Maintain calendars and deadlines for estate administration and planning matters

• Ensure efficient handling of filings with Surrogate’s Courts and other government agencies

• Bachelor’s degree required

• 5+ years of Trusts & Estates paralegal experience in a law firm setting

• Deep knowledge of estate administration, trust administration, and estate tax preparation

• Proficiency with Microsoft Office and experience with One Source (FPS),
  Hot Docs
  , and Surrogate’s Court electronic filing systems

• Strong organizational and communication skills, with the ability to interact with attorneys, clients, and financial advisors

• A team-oriented, proactive mindset with the ability to manage multiple priorities and meet deadlines under pressure

• Flexibility to work overtime when necessary

• A high degree of accuracy, confidentiality, and professionalism in all work

If you are a motivated, highly skilled Trusts & Estates Paralegal seeking your next career move in New York, we want to hear from you. Apply today to join a team known for its excellence in estate and trust law.