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 Law Firm People offers trust and estates paralegals paralegal jobs in New York City and Long Island law firms.
Below are jobs for Trust & Estates Paralegals Law Firm People is recruiting for in the New York Metropolitan Area. We understand that Trust & Estate paralegals enjoy having access to paralegal jobs near their homes and the benefits associated with an easy and short commute.
To apply for the T&E paralegal jobs that Law Firm People recruits for in the New York City metropolitan area please use the resume link in each job description.
If you would like Law Firm People to review your resume and contact you in the future about a number of other trust and estates paralegal jobs tailored to your experience, please submit your trust and estates paralegal resume using this link. Thank you and we look forward to serving you. Mobile Phone Link
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Trust & Estates Paralegal
Location New York City, NY - USA - Midtown Manhattan
Compensation Base salary to $115,000 and well paid overtime. Generous bonus and Paid Time Off; 401K; Life and AD&D Insurance; Travel Reimbursement, All firm Amenities. Health benefits including Medical, Dental and Vision Coverage and more. Noted firm culture, offices and work environment.
Summary The Trust & Estates Paralegal will work in a team environment assisting Trust & Estate attorneys in all phases of the Trust & Estates life-cycle for a Top AM Law Firm noted as one of the most desired law firms to work for globally.
Duties
- Handle all trust and estate administration
- Correspond with clients requesting gift information and monitor the status of gift tax returns; prepare gift tax returns
- Prepare notices of withdrawal rights relating to gift trusts
- Prepare life insurance forms transferring ownership and change beneficiaries of life insurance policies
- Assist in all phases of the administration process from the collection of assets to final distribution to the heirs
- Prepare probate court documents, schedule hearing dates to open and close the estates
- Order Letters of Office
- Monitor deadlines and create calendar of key dates by working with docketing to provide e-mail reminders of upcoming deadlines or hearing dates
- Work with clients and their advisors to obtain asset information and other documentation necessary to prepare estate tax returns
- Prepare federal estate tax returns and appropriate state estate tax returns
- Maintain estate administration files and a complete set of the correspondence, memos and administrative documents
- Manage client contact information, letters, e-mails, estate planning documents and asset lists
- Maintain an asset list with corresponding dates of death values
- Assist with the preparation of any documentation necessary for transferring assets
- Work with real estate and corporate specialists to transfer assets
- Prepare documentation relating to organizing private foundations as well as preparing annual meeting minutes and annual reports as needed
- Assist attorneys with the preparation of federal estate tax returns and related filings
- Play an active role in helping the Firm to provide legal services of the highest caliber to the clients
Required Skills & Experience
- 5+ years of Trust & Estate paralegal experience
- Bachelor’s Degree required
- Ability to and enjoy traveling with the team and work well-paid overtime is required
- Excellent interpersonal skills with a talent for developing rapport with clients, attorneys and co-workers
- Excellent communication 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
- Proficient using computer software and the internet
- The willingness to make a long-term commitment to the Firm for real career stability and security.
Contact
Mary Suneetha
Managing Director
Filcro Legal Staffing
New York, NY
Resume e-mail submission link
Links
Alt Job Text Browser Page
http://www.filcro.com/page14.html#Trust-Estates-110-MK-NYC
This Job Page
http://lawfirmpeople.com/html/paralegals.html#Trust-Estates-Paralegals
Mobile Phone Friendly Trust & Estates Page
https://www.filcrolegalstaffing.com/trust-and-estates-paralegal-jobs
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Position
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Trust & Estates Paralegal
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Location
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New York, NY - Downtown Manhattan
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Salary
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Base salary to $95,000 plus very well paid OT, Generous Bonus, Medical, Dental and Vision benefits, vacation, sick / personal / family days, all paid holidays, 401K w/match, transit programs, all firm amenities, beautiful offices, ideal location for transit, shopping and restaurants. Noted HR programs and internal postings for promotions.
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The Firm
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Major U.S. Multinational Law Firm
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Duties
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Responsibilities:
- Responsible for all aspects of estate planning and estate and trust and administration
- Prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates
- Prepare and file Federal and New York estate tax returns
- Prepare beneficiary designation forms and asset transfer forms
- Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy” notices, and management of trust bank accounts for payment of premiums
- Prepare receipts and releases
- Prepare probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests
- Prepare informal estate and trust accountings, administration of ongoing trusts, including distribution requests, income tax payments, review of Form 1041’s prepared by outside accountants
- Prepare receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney.
Required
- 5+ years of Trust & Estates experience
- Experience working on large estates with complicated tax plans
- Ability to draft wills, trusts, powers of attorney, and health care documents
- Prepare probate documents and Surrogate’s Court related filings
- Experience with One Source Estate Tax Program (formerly FPS) and NYSBA Surrogate’s Court Program
- Advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint
- Excellent verbal and written communication skills
- Ability to work effectively with all levels of staff
- Highly adaptable, proactive and works well under pressure
- Bachelor's Degree and/or Paralegal Certificate preferred
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Contact
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Mary Suneetha
Manager
Filcro Legal Staffing
295 Madison Avenue | New York, NY 10017
Resume Submission link
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Links
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Law Firm People | Filcro Full Paralegal List | or Mobile Phone
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Position
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Trust and Estates Paralegal (T&E)
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Location
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New York, NY - Midtown Manhattan
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Salary
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Base salary up to $115,000 plus paid overtime, Bonus, Medical, Dental and Vision benefits, generous vacation and sick / personal days, paid holidays, 401K and match with additional defined and non-defined benefits. Extensive firm amenities.
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The Firm
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Major U.S. based multinational law firm
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Duties
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- Responsible for all aspects of estate planning and estate and trust and administration
- Prepare, service and file court papers for probate proceedings, appointments or resignations of fiduciaries, disclaimers, and inventories, and claims against estates
- Prepare Federal and New York estate tax returns
- Prepare beneficiary designation forms and asset transfer forms
- Perform all aspects of insurance trust administration from transfer of policies to trusts, preparation of “crummy” notices, and management of trust bank accounts for payment of premiums
- Prepare receipts and releases
Required
- 5+ years of Trust & Estates experience within a law firm
- Experience in legal research and locating individuals
- Knowledge of Medicaid, and how to prepare a Medicaid application, preferred
- Ability to draft wills, trusts, powers of attorney, and health care documents is a plus
- Advanced Microsoft Word and proficiency with Outlook, Excel and PowerPoint
- Excellent verbal and written communication skills
- Ability to work effectively with all levels of staff
- Highly adaptable, proactive and works well under pressure
- Bachelor's Degree and/or Paralegal Certificate preferred
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Contact
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Mary Suneetha
Assistant Vice President
Filcro Legal Staffing
295 Madison Avenue - 41st Street
New York City, NY 10017
Resume Submission Link
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Links
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Filcro Trust & Estates
Law Firm People
This Job Page:
http://www.lawfirmpeople.com/html/trust___estates1.html
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Position
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Trust and Estates Paralegal (T&E)
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Location
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Great Neck, Long Island, New York
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Salary
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to $60,000 w/ comprehensive benefits and bonus
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The Firm
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U.S. based national law firm
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Duties
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- Great Neck, Long Island national law firm seeks a trust and estates paralegal who wants to work for a national firm in a growth oriented position.
- This paralegal will join a highly respected team that works with high net worth clients on Long Island
- A person who wants growth and stability on Long Island would be best.
- Preparation, service and filing of court papers for probate or administration proceedings, appointments or resignations of fiduciaries, disclaimers, and inventory, and claims against estates
- Preparation of Federal and New York estate and gift tax returns
- Preparation of beneficiary designation forms and transfer of assets from qualified retirement plans, IRAs and all types of individual account ownership forms
- All aspects of insurance trust administration from transfer of policies to trusts, preparation of "crummy" notices, and management of trust bank accounts for payment of premiums
- Preparation and review of accountings and receipts and releases.
- Knowledge of Medicaid, and how to prepare a Medicaid application
Required
- Trust and Estates experience in a law firm
- The ability to grow in a national law firm
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Contact
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Mary Suneetha
Assistant Vice President
Filcro Legal Staffing
295 Madison Avenue - 41st Street
New York City, NY 10017
Resume link here
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Links
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Filcro Trust & Estates
Law Firm People
This Job Page:
http://www.lawfirmpeople.com/html/trust___estates1.html
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Position
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Trust and Estates Paralegal - T&E
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Location
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Nassau County, Long Island - New York
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Salary
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to $60,000 w/full firm paid benefits, health, dental, vision, private parking, paid OT, generous PTO and bonus. Beautiful offices.
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The Firm
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Well respected national law firm
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Duties
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Responsible for all aspects of estate and trust planning and administration including:
- Preparation, service and filing of court papers for probate or administration proceedings, appointments or resignations of fiduciaries, disclaimers, and inventory, and claims against estates;
- Preparation of Federal and New York estate and gift tax returns;
- Preparation of beneficiary designation forms and transfer of assets from qualified retirement plans, IRAs and all types of individual account ownership forms;
- All aspects of insurance trust administration from transfer of policies to trusts, preparation of "crummy" notices, and management of trust bank accounts for payment of premiums;
- Preparation and review of accountings and receipts and releases.
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Contact
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Mary Suneetha
Assistant Vice President
Filcro Legal Staffing
295 Madison Avenue - 41st Street
New York City, NY 10017
Resume link here
This Job Link: Trust Estates
OR: http://www.lawfirmpeople.com/html/paralegals.html#Trust-Estates
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Links
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Filcro Legal Staffing
Paralegal Job Links
Law Firm People
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Paralegal jobs for trust and estates paralegals are provided by Filcro Legal Staffing in New York City, Long Island and New Jersey. The trust and estates paralegal jobs on this site list salary, location, job duties and requirements for experienced trust and estate paralegals seeking permanent full-time paralegal jobs in law firms.
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Law Firm People and Filcro Legal Staffing, Inc. All rights reserved 1985-2019
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