Trusts & Estates Paralegal/Administrator (Global Law Firm) Job at Kay Search Group, New York, NY

  • Kay Search Group
  • New York, NY

Job Description

Job Description

Job Description

Position: Trusts & Estates Paralegal/Administrator (Global Law Firm)

Location: New York, NY (Hybrid WFH)

Company: Globally Recognized AM 100 Law Firm

Comp Package: Base salary to $125K, Paid Overtime, Full Benefits, Bonus, Tuition Reimbursement, 401K+, etc.

Responsibilities for Trusts & Estates Administrator:

  • Prepare petitions for probate and compile supporting documentation for estate and gift tax returns (Forms 706 and 709)
  • Assist attorneys and accountants in identifying, valuing, and collecting estate and trust assets
  • Support trust administration by maintaining records on trust assets, trustee details, and tax statuses
  • Support T&E matters by managing intra-family loan records and drafting key estate planning documents, including POAs, health care proxies, wills, GRATs, and related agreements
  • Draft and proof a wide range of estate planning documents and correspondence
  • Create execution-ready versions of documents, ensuring accuracy in formatting and content
  • Maintain organized digital and physical files, create indexed binders, and assist with PowerPoint presentations

Qualifications for Trusts & Estates Administrator:

  • Bachelor’s degree
  • 6+ years of relevant t&e experience required
  • Strong organizational and time management skills with high attention to detail
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Hot Docs and Number Crunchers a plus
  • Excellent written and verbal communication skills
  • Ability to handle confidential information with discretion

Job Tags

Work at office, Work from home

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