Paralegal

Paralegal – High-End Trusts & Estates Practice – White Plains, NY – On-Site

If you have any interest in making a true career move within Trusts & Estates, this is worth a conversation. A respected, high-end estate planning and administration group needs a strong probate-focused paralegal to become the operational backbone for three associates.

This is substantive work, not administrative busywork. Heavy probate exposure. Real responsibility. Tight-knit team.

Location:
White Plains, NY (Fully On-Site – non-negotiable)

Reports to:
Three T&E Associates

Compensation - base + firmwide year-end bonus (depends on experience)

Background check:
Required (post-offer)

Culture:
Collaborative, younger-leaning team; low-drama; highly interactive in-office environment

• 3+ years Trusts & Estates / Estate Administration experience (2+ with strong probate exposure minimum).
• Must have hands-on experience drafting probate petitions
• Familiarity with NY (and ideally CT) Surrogate’s Court procedures.
• Experience preparing deeds for gratuitous transfers (revocable and irrevocable trust funding; estate-related transfers).
• Exposure to estate tax return assembly (exhibit-heavy filings; high accuracy required).
• Strong Excel skills required.
• Team-oriented, energetic, detail-focused; comfortable in a fully on-site environment.

• Draft and prepare probate petitions and related Surrogate’s Court filings (NY/CT) under attorney supervision.
• Handle estate administration documentation from petition through settlement.
• Prepare deeds for transfers into revocable and irrevocable trusts.
• Assist in assembling complex federal and NY estate tax return filings
• Prepare and coordinate final Receipt & Release agreements for estate and trust settlements.
• Support three associates directly.
• Maintain organized documentation and filings within Net Documents and related systems.