More jobs:
Trust & Estates Paralegal
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-05
Listing for:
Coda Search│Staffing
Full Time
position Listed on 2026-02-05
Job specializations:
-
Law/Legal
Financial Law, Legal Secretary, Paralegal
Job Description & How to Apply Below
A respected law firm is seeking a Trust & Estates Paralegal to support attorneys with estate planning, estate administration, and related tax matters. This is a great opportunity for someone who enjoys hands‑on legal work, client interaction, and managing complex estate files from start to finish.
Key Responsibilities- Draft estate planning documents (wills, trusts, powers of attorney, healthcare directives)
- Support estate and trust administration, including probate filings and court coordination
- Prepare gift and estate tax returns (Forms 709, 706) for attorney review
- Organize and maintain paper and electronic client files
- Coordinate asset valuations, appraisals, and beneficiary communications
- Assist with trust funding, accountings, and asset distributions
- Communicate with clients, courts, and outside advisors
- Bachelor’s degree or Paralegal Certificate required
- Prior Trust & Estates experience strongly preferred
- NJ Notary preferred (NY a plus)
- Detail‑oriented with strong communication and organizational skills
- Salary: up to $110,000 (based on experience)
- Comprehensive medical coverage, 401(k), PTO, paid holidays, and additional wellness and insurance benefits
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