Trusts & Estates Paralegal

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.

What You’ll Do:

• 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

What You’ll Bring:

• 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