Paralegal - Trusts & Estates

Paralegal - Trusts & Estates

Premier Long Island law firm, Ruskin Moscou Faltischek, P.C., seeks a Paralegalto join our dynamic Trusts & Estates team.This is an excellent opportunity for a detail-oriented professional with a minimum of three years’ experience in estate and trust administration and estate litigation to support a fast-paced and growing T&E practice.

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

Qualifications:

• Bachelor’s degree or Paralegal Certificate
• Minimum of 3 years’ experience in estate & trust administration
• Experience with the preparation of probate and administration petitions, estate and trust accountings, estate tax returns, and general Surrogate’s Court pleadings
• Working knowledge of applicable procedural law (EPTL, SCPA, CPLR) and local court rules, as well as a strong knowledge of New York’s e-filing system (NYSCEF)
• Strong communication skills for client interaction and coordination with clients, tax professionals, attorneys, and family members
• Proficiency in Microsoft Word, Excel, Outlook, and HotDocs
• Experience with estate tax and accounting programs
• High level of accuracy and attention to detail
• Exceptional organizational skills and the ability to work as part of a team

Responsibilities:

Estate & Trust Administration

• Assist with preparation and filing of probate and administration proceedings in Surrogate’s Court
• Prepare and file petitions (probate, administration), waivers, citations, and related court documents
• Collect and organize asset/financial records information (bank accounts, real estate, investments)
• Prepare asset charts, informal accountings, and estate tax returns
• Communicate with executors, trustees, beneficiaries, accountants, and financial institutions
• Assist with distributions and estate closings

Litigation

• Support all types of Surrogate’s Court proceedings including Will contests, fiduciary disputes, and contested accountings
• Draft pleadings, motions, and discovery demands
• Coordinate service of citations and orders to show cause
• Manage document review, exhibits, and trial preparation
• Coordinate depositions, hearings, and calendars

General Administrative

• Provide administrative support to multiple attorneys in the Trusts & Estates department
• Proofread and organize legal documents, memoranda, and correspondence for accuracy and consistency
• Transcribe, scan, and electronically distribute legal documents
• Organize and maintain accurate and up-to-date physical and digital files
• Assist with overflow work within the department as needed
• Perform redlining, document formatting, and scanning

The firm offers competitive compensation and comprehensive benefits including health care, dental and vision insurance, access to flexible spending accounts, 401(k) plan with employer match, and generous PTO.

Hiring Range: $75,000 - $100,000.

Actual compensation will be determined by a wide range of factors including, but not limited to, professional experience, education/training, and skills. xrczosw

Ruskin Moscou Faltischek, P.C. is proud to be an Equal Opportunity Employer.