Senior Trusts & Estates Paralegal

Source Pro Search is conducting a search for a Senior Trusts & Estates Paralegal for our global law firm client in their New York office.

The ideal candidate will support the members of the firm’s New York Trusts & Estates group with a focus on estate administration and trust administration. The ideal candidate will have a high level of motivation, flexibility, initiative, and ability to follow through on numerous ongoing projects. The Senior Paralegal will be required to be in the office 2-3 days per week and may work remotely other days.

Flexibility with respect to the days in the office is required.

• Handle all aspects of estate administrations, including preparation and filing of probate and administration proceedings, collection and valuation of assets, and payment of bequests
• Assist with preparation of Wills, Trusts, health care directives, powers of attorney and other estate planning documents
• Prepare and file federal and state estate tax returns and related filings
• Formation of LLCs and applying for and securing EINs. Preparation of Receipt and Release Agreements for payment of bequests and for informal settlement of estate and trust accountings
• Review and assist with preparation of fiduciary accountings for estates and trusts
• Maintain departmental calendars for estate administration filing deadlines and planning matters

• Bachelor’s degree required
• Minimum 5 + years of Trusts & Estates paralegal experience
• Strong communication skills with the ability to interact well with people at all levels of the organization including clients and client advisors
• Demonstrate a positive attitude, strong judgment, initiative, and integrity
• Dependable, highly motivated, and a team player
• Ability to prioritize and manage multiple tasks simultaneously
• Detail oriented, with above average spelling, language, and grammar skills
• Flexibility to operate independently and in a team atmosphere with a high degree of accuracy, confidentiality, and professionalism
• Proficient with Microsoft Office
• Experience with One Source (FPS) estate tax preparation software, New York Hot Docs forms and Surrogate Court filings
• Ability to work overtime on short notice when required