| Location | New York |
| Website | https://sourceprosearch.com |
Trusts & Estates Paralegal
Location: New York, NY (3 days in-office)
Classification: Non-Exempt
Work Schedule: Hybrid – 3 days onsite, 2 days remote
We are seeking a highly experienced and agile Trusts & Estates Paralegal to join our team in New York. This role requires someone who thrives in a fast-paced environment, has deep experience in all phases of estate and trust administration, and can seamlessly support multiple attorneys with varying needs and personalities.
Handle probate and estate administration from start to finish, including preparing and filing petitions
Prepare IRS Form 706 and NY Form ET-706, and coordinate supporting documentation
Draft legal documents such as Receipts and Releases, LLC formation documents, and deeds
Obtain EINs, open estate and trust bank accounts, and prepare required documentation for brokerage transfers and vehicle title changes
Communicate with clients regarding estate matters, including difficult conversations around tax obligations
Order and compile date-of-death valuations for various estate assets
Manage and prioritize constant requests from multiple attorneys
Support ongoing tasks with professionalism, discretion, and a client-service mindset
Minimum 5+ years of experience as a Trusts & Estates Paralegal in a law firm setting
Strong working knowledge of probate procedures and Surrogate’s Court filings
Proficiency in preparing federal and state estate tax returns (Form 706, ET-706)
Experience drafting basic estate and trust documents, forming entities (LLCs), and preparing deeds
Confidence to handle sensitive family and tax conversations with empathy and clarity
Ability to juggle competing priorities from multiple attorneys while maintaining high-quality work
Exceptional communication, organization, and multitasking skills
Proficiency with Microsoft Office Suite and legal document management systems
Bachelor's degree and/or Paralegal Certificate preferred