Paralegal- Trusts & Estates
Location: Midtown Manhattan, NY
Compensation: $110,000–$115,000 + Comprehensive Benefits About the Opportunity:
Our client has 50+ years of experience as a well-established and reputable national law firm. The firm is known for its collaborative culture, strong litigation and corporate practices, and commitment to client service. They are looking to add a Trusts & Estates Paralegal to join its growing team supporting a large-scale, high-profile estate administration project involving more than 3,000 clients.
- This role offers the opportunity to work alongside highly regarded Trusts & Estates attorneys while managing sophisticated probate and estate administration matters in a fast-paced, collaborative environment.
- This position is ideal for a paralegal who thrives on organization, precision, client interaction, and managing complex matters with minimal supervision.
- Handle all aspects of trust and probate administration from inception through completion.
- Prepare and file probate petitions and related court documents.
- Interpret wills, trusts, and estate planning documents.
- Communicate regularly with trustees, beneficiaries, family members, attorneys, and court personnel.
- Coordinate directly with New York Surrogate's Courts, including filing documents and following up on pending matters.
- Prepare notices, affidavits, receipt and release agreements, disclaimers, accounting petitions, and related probate filings.
- Research estate records and obtain documentation from courts and third-party vendors.
- Assist with federal and state estate and inheritance tax return preparation when required.
- Maintain detailed client communication records and ensure timely follow-up.
- Prepare internal memoranda regarding estate distributions and administration matters.
- Record daily billable time and manage multiple deadlines simultaneously.
- 4–6+ years of Trusts & Estates paralegal experience with significant probate administration exposure.
- Strong understanding of New York Surrogate's Court procedures.
- Experience preparing probate petitions and related estate administration documents.
- Excellent organizational skills with exceptional attention to detail.
- Ability to independently manage a high-volume caseload while maintaining accuracy.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office, including advanced Excel skills.
- Experience with Adobe Acrobat for assembling and managing legal documents.
- Notary Public certification or willingness to obtain promptly.
The successful candidate is:
- Highly organized and detail-oriented.
- Compassionate and professional when working with clients during sensitive life events.
- Able to prioritize competing deadlines in a fast-paced legal environment.
- Self-motivated with the ability to work independently.
- A collaborative team player who enjoys supporting attorneys and colleagues.
- Committed to delivering exceptional client service while maintaining the highest level of accuracy.
- Competitive compensation.
- Excellent benefits package, including medical, dental, vision, 401(k), life and disability insurance, and generous paid time off.
- Opportunity to support one of the largest Trusts & Estates matters in the country.
- Collaborative, team-oriented culture with long-term career growth potential.
Recommended Jobs
Contemplative Facilitator
Job Description Job Description Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, th…
Behavioral Health Counselor - 608 William
Job Description Job Description Endeavor Health Services is seeking an experienced Behavioral Health Counselor to join our team at our 608 William clinic. The successful candidate will have a pas…
Senior Associate, Product Manager - Premium Products
Overview Senior Associate, Product Manager - Premium Products Product Management Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, find…
Farm Hand
Farm Hand (6375) Location: New York State Job Number: 6375 We are looking for a qualified individual to help with the growth of our organic farm. We focus on growing everything organically an…
Designer I
Life at PE: Perkins Eastman is a global architectural design practice with expertise in all aspects of the built environment, working at all scales, and at every level of detail. With studios in 26 l…
Director, Corporate Counsel - Privacy
Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely e…
Member Experience Associate
Position Title: Member Experience Associate Job Description: At Retro Fitness, “Get Real” is our promise of offering an honest, simple, non-intimidating approach to helping our community achieve th…
Registered Dental Hygienist
Join Our Growing Dental Group as a Full-Time Dental Hygienist! Our Loudonville practice is seeking a dedicated and compassionate Dental Hygienist to join our growing, patient-focused team. If y…
Licensed Mental Health Professional - Hourly
You Matter • Make a difference every day in the lives of the underserved • Join a mission driven organization with a people first culture • Excellent career growth opportunities Join us an…
Self Hire - By Invitation Only
Job Description Job Description Lifetime Assistance – Self-Hire Direct Support Professional Make an Impact. Create Joy. Shape the Future. At Lifetime Assistance, our mission is to foster in…