Trusts & Estates Paralegal

Job Description

Trusts & Estates Paralegal | Feldman, Kramer & Monaco, P. C.

The Tone:
This is an in-person opportunity for a highly experienced Trusts & Estates Paralegal to join Feldman, Kramer & Monaco, P. C., a firm experiencing significant growth and recognized for its specialized legal services. The firm is deeply committed to delivering comprehensive estate planning and trust administration solutions to its clientele. This role is exceptionally critical as it forms the backbone of the firm’s capacity to craft sophisticated and complex trust documents with precision and expertise. The successful candidate will be instrumental in supporting attorneys and directly contributing to the development and implementation of advanced estate planning strategies, making a significant impact on clients’ long-term financial and personal arrangements.

The TL;DR
• Role: Full Time
• Location: In-person
• Mission: To expertly drive the meticulous drafting of sophisticated and complex trust and estate planning documents, ensuring the precise preparation of all related legal instruments and serving as a cornerstone in facilitating advanced estate planning strategies for clients.

What You’ll Actually Do
• Draft Complex Trust Documents: Author sophisticated legal documents including revocable, irrevocable, and other complex trust agreements, with a very strong emphasis on precision and adherence to legal standards.
• Prepare Estate Planning Instruments: Generate a full range of essential estate planning documents such as wills, powers of attorney, health care proxies, and other related materials.
• Support Advanced Estate Planning: Actively assist attorneys in developing and implementing advanced estate planning strategies, contributing to tailored solutions for diverse client needs.
• Manage Trust Funding & Transfers: Prepare all necessary trust funding documents, including deeds, assignments, and beneficiary designations, to facilitate proper asset allocation and transfer.
• Oversee Document Execution & Records: Coordinate the entire process of document execution and maintain meticulously organized client files to ensure comprehensive, accessible, and accurate record-keeping.

The Must-Haves
• Background: This role is for a senior Trusts & Estates paralegal with a minimum of 5 years of direct experience, bringing a comprehensive and proven understanding of both core estate planning principles and intricate trust administration processes.
• Experience: Candidates must demonstrate extensive, hands-on experience in drafting highly complex trust and estate planning documents, reflecting a substantial proficiency developed over at least half a decade within the legal field.
• Skills: The ideal candidate possesses exceptional attention to detail in all tasks; is proficient in managing and prioritizing multiple complex responsibilities effectively within a fast-paced legal environment; and consistently demonstrates empathetic communication when interacting with clients and colleagues.