Paralegal

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

Paralegal – Trusts & Estates / Estate Administration

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

Reports to:
Trusts & Estates Associates

About the Firm

A well-established Trusts & Estates practice serving individuals and families in estate planning and administration matters. The group values precision, strong communication, and a collaborative, in-office culture where associates and paralegals work closely together.

Role Overview

The Paralegal will support a team of three associates in estate administration, probate, and related transactional matters.

This role is ideal for a paralegal with experience in Trusts & Estates, real estate, or other transactional practice areas who is looking to deepen their exposure to estate administration work in a supportive, team-oriented environment.

While prior probate experience is helpful, the team is willing to train the right candidate who demonstrates strong document skills, attention to detail, and the ability to learn quickly.

The position plays a key role in managing detailed filings, drafting transactional documents, and ensuring accuracy in document-heavy matters.

Key Responsibilities

• Assist with preparation of probate and administration filings in NY (and CT, if applicable), under attorney supervision.

• Support estate administration matters, including coordination of required documentation and court submissions.

• Assist in drafting or preparing deeds and related real property transfer documents (including trust funding and estate-related transfers).

• Help assemble documentation for estate tax filings, including organizing exhibit-heavy submission materials.

• Prepare and organize settlement documentation, including final Receipt & Release agreements when applicable.

• Maintain organized electronic files within document management systems.

• Utilize Excel and related tools to track estate assets, documentation, and filing components.

• Provide day-to-day support to associates in a collaborative, high-touch practice environment.

Qualifications

• 1+ years of paralegal experience in Trusts & Estates, Estate Administration, experience as a "residential real estate general practitioner” or other transactional practice areas preferred.

• Exposure to probate or estate administration work is helpful but not required; willingness and ability to learn is essential.

• Experience drafting deeds or other transfer documents preferred.

• Exposure to exhibit-heavy filings or detail-driven document assembly is a plus.

• Strong written communication skills and document comprehension required.

• Strong proficiency in Microsoft Office (Excel required).

• Experience with Hot Docs (Lexis), Net Documents, and FPS estate tax software is a plus.

• Detail-oriented, organized, and comfortable managing document-intensive work.

• Team-focused, enthusiastic professional who thrives in an in-office, collaborative environment.

• Must be willing to work fully on-site (no hybrid).