Position: Trusts & Estates Paralegal/Administrator (Global Law Firm)
Location: New York, NY (Hybrid WFH)
Company:
Globally Recognized AM 100 Law FirmComp 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