OVERVIEW:
The Trusts & Estates Paralegal works individually, within the Trusts & Estates group, to assist attorneys in the administration of estates and trusts, and works on various projects under attorney supervision.
RESPONSIBILITIES:
- Prepares petition and related papers to probate clients’ wills;
- Compiles exhibits to Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return and Form 709, the United States Gift Tax Return;
- Creates first drafts of various T&E practice documents including by not limited to: cover letters, powers of attorney, health care proxies, living wills, unanimous written consents, bills, summaries of wills and trust agreements, trustee appointment/resignation/removal instruments, Crummey notices, promissory notes, GRAT agreements, various ancillary GRAT documents, and debt forgiveness letters;
- Creates execution versions of various documents for signature including proofing for spelling errors, formatting, pagination, correct numbering of sections, cross-references, etc.;
- Assists with administration of trusts by keeping track of trust information, including trust assets, current trustees, grantor trust status, GST-exempt status, etc.;
- Plays an active role in helping the Firm to provide our clients with legal services of the highest caliber;
- Conducts research and compiles corporate information and precedent binders;
- Frequently interacts with partners, associates and clients; and
- Performs other duties, as assigned.
QUALIFICATIONS:
- Bachelor's degree with high academic standing;
- 2-5 years of relevant experience preferred;
- Experience supporting Trust & Estates attorneys highly desired;
- Excellent communication and organizational skills;
- The ability to work well under pressure and coordinate several activities at once;
- The initiative to problem-solve;
- The capacity to meet strict deadlines;
- Strong research skills;
- Proficiency using computer software and the internet;
- The flexibility to work a considerable amount of overtime and be available as needed; and
- The willingness and ability to make a two year commitment.
This position is located in our New York office. The hours for this position are 9:30 a.m. to 5:30 p.m., Monday through Friday. The estimated salary range for this position is $70,000 to $90,000 plus overtime. The actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to base salary and discretionary bonus(es), we offer a generous employee benefits package including, but not limited to, paid time off, medical, dental, vision care, 401(k) and substantial health club discounts.