iLocatum

New York, NY

Trust and Estate Paralegal

We are seeking a highly experienced Estate Planning Paralegal to join our prestigious Law Firm located in New York, NY.
We are looking for a candidate with at least 5 years of experience in estate planning, and a strong understanding of probate (knowledge of New Jersey, New York, and Florida probate is a plus). As an Estate Planning Paralegal, you will be responsible for managing all aspects of estate and trust administration. This includes handling probate procedures, regularly communicating with clients, financial planners, and accountants, preparing federal and state estate tax returns and fiduciary accountings, distributing estate assets and trust funding, deed work, and more.
This role requires excellent communication skills as you will interact with clients on a regular basis. Strong mathematical abilities are also necessary to accurately handle financial aspects of the job. Proficiency in estate tax software such as ONESOURCE/Fast Tax as well as HotDocs and Microsoft Word is preferred.
Organizational skills are crucial for success in this role as you will be responsible for prioritizing multiple responsibilities. The ability to work well within a team is also critical. A college degree or paralegal certificate is preferred; however, we will also consider candidates who have completed JD/paralegal programs.
We offer a competitive starting salary based on experience level along with a comprehensive benefits program.
We are an equal opportunity employer. All applications will be kept confidential.
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