Trust & Estate Paralegal

Job Description

Trust & Estate Paralegal | Addition Management

The Tone:
This is a full-time Trust & Estate Paralegal role at Addition Management, located in New York, NY (Midtown). Addition Management is a growing law firm seeking to expand its team. This role is critical for supporting the firm’s comprehensive trust and probate administration services, ensuring seamless operations and timely client communication.

The TL;DR
• Role: Mid-level to Senior
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $110000–$115000 yearly
• Mission: This person owns the comprehensive support for trust and estate administration processes, ensuring accurate and timely handling of client matters and court filings.

What You’ll Actually Do
• Administration Management: Oversee all facets of trust and probate administration.
• Document Preparation & Filing: Prepare and file accurate legal documents required to probate Wills and manage other miscellaneous proceedings.
• Court Liaison: Liaise with Surrogate’s Courts in New York, actively following up on probate/administration proceedings and conferring with clerks.
• Client Communication: Communicate directly with trustees, family members, and beneficiaries, providing accurate information and thoroughly documenting interactions.
• Tax Return Assistance: Assist in the preparation of federal and state estate/inheritance tax returns as necessary.

The Must-Haves
• Background: Mid-level to Senior. Associate or bachelor’s degree preferred with core domain knowledge in estate planning, probate, or elder law.
• Experience: 5+ years’ experience in estate planning, probate, or elder law is required, including experience in filings with state, federal, and Surrogate Courts.
• Skills: Legal document preparation and quality control, probate and administration proceedings management, Surrogate’s Court liaison, estate/inheritance tax return assistance, and precise client communication.
• Bonus: Paralegal Certification or equivalent work experience is desired. Notary Republic or openness to becoming one is a must.