SourcePro Search
Senior Trusts & Estates Paralegal (Individual Client Services Specialist)
SourcePro Search, New York, New York, us, 10261
Senior Trusts & Estates Paralegal (Individual Client Services Specialist)
Location: New York, NY (On-site 4–5 days/week) Schedule: Full-Time | Exempt Salary Range: Up to $170K–$200K for a stellar candidate Team: Individual Client Services (ICS) What You’ll Do:
Handle complex
estate administration , including marshaling assets, arranging appraisals, and preparing all necessary court filings. Prepare
Federal and State estate tax returns
and run
estate/gift tax projections
for trusts (e.g., GRATs, QPRTs). Draft probate petitions, applications for preliminary letters testamentary, petitions for advance payment of commissions, and receipt and release agreements. Manage
IRS and state estate tax audits
and assist with
trust administration and accounting proceedings . Guide and mentor junior legal assistants and collaborate closely with attorneys on estate and tax planning matters. Interface directly with clients with sensitivity and professionalism, often during difficult or emotional circumstances. Assemble required documentation for fiduciary accountants and ensure the accuracy and completeness of all filings and client deliverables. What You’ll Bring:
10–15 years of specialized Trusts & Estates experience —ideally from an
AM Law firm
or a
boutique firm focusing exclusively on T&E . Proven ability to
read and interpret wills , handle
elder care matters
(Medicaid/Medicare claims), and support complex trust/estate matters. Advanced knowledge of
estate and tax planning ,
probate procedures , and relevant court systems. Proficiency in
Microsoft Word, Excel, Outlook , and
Adobe Acrobat ; experience with
OneSource
and
document management systems
is a plus. Exceptional
communication skills , with the ability to manage a high volume of clients and cases while maintaining accuracy and empathy. Strong
leadership
and
mentorship
capabilities with a collaborative team mindset. Bachelor's degree or equivalent combination of education and hands‑on experience.
#J-18808-Ljbffr
Location: New York, NY (On-site 4–5 days/week) Schedule: Full-Time | Exempt Salary Range: Up to $170K–$200K for a stellar candidate Team: Individual Client Services (ICS) What You’ll Do:
Handle complex
estate administration , including marshaling assets, arranging appraisals, and preparing all necessary court filings. Prepare
Federal and State estate tax returns
and run
estate/gift tax projections
for trusts (e.g., GRATs, QPRTs). Draft probate petitions, applications for preliminary letters testamentary, petitions for advance payment of commissions, and receipt and release agreements. Manage
IRS and state estate tax audits
and assist with
trust administration and accounting proceedings . Guide and mentor junior legal assistants and collaborate closely with attorneys on estate and tax planning matters. Interface directly with clients with sensitivity and professionalism, often during difficult or emotional circumstances. Assemble required documentation for fiduciary accountants and ensure the accuracy and completeness of all filings and client deliverables. What You’ll Bring:
10–15 years of specialized Trusts & Estates experience —ideally from an
AM Law firm
or a
boutique firm focusing exclusively on T&E . Proven ability to
read and interpret wills , handle
elder care matters
(Medicaid/Medicare claims), and support complex trust/estate matters. Advanced knowledge of
estate and tax planning ,
probate procedures , and relevant court systems. Proficiency in
Microsoft Word, Excel, Outlook , and
Adobe Acrobat ; experience with
OneSource
and
document management systems
is a plus. Exceptional
communication skills , with the ability to manage a high volume of clients and cases while maintaining accuracy and empathy. Strong
leadership
and
mentorship
capabilities with a collaborative team mindset. Bachelor's degree or equivalent combination of education and hands‑on experience.
#J-18808-Ljbffr