Trusts & Estates Paralegal

Job Description

Trusts & Estates Paralegal | SR Staffing

The Tone:
This is a hybrid role at SR Staffing, located in New York City, NY. SR Staffing is recruiting for a highly regarded NYC law firm that specializes in private client services. This role is crucial for providing expert support on sophisticated estate planning, probate, and trust administration matters, directly contributing to the firm’s client service excellence and the smooth operation of its growing practice.

The TL;DR
• Role: Mid-Senior Level
• Type: Hybrid
• Location: Hybrid, New York City, NY
• Pay: $175000 yearly
• Mission: To expertly support the Private Client Practice by managing complex estate planning, probate, and trust administration tasks.

What You’ll Actually Do
• Documents: Prepare and file probate and estate administration documents with New York Surrogate’s Court.
• Administration: Assist with trust administration, accountings, and distributions.
• Drafting: Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
• Coordination: Coordinate with clients, fiduciaries, beneficiaries, accountants, and financial institutions.
• Management: Manage filings, deadlines, and case documentation for various matters.

The Must-Haves
• Background: Mid-Senior Level: Strong knowledge of New York Surrogate’s Court procedures as a Trusts & Estates paralegal.
• Experience: 5+ years of dedicated Trusts & Estates paralegal experience, with specific expertise in probate, estate administration, and trust accountings.
• Skills: Excellent organizational abilities; Strong communication and client service skills; Meticulous attention to detail; Proven ability to manage multiple matters simultaneously.