Estate Administration Paralegal

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsTrust & Estates | Boutique Firm | NY Based with Several OfficesThis Jobot Job is hosted by Jake VogelAre you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.Salary $75,000 - $95,000 per yearA Bit About UsSince we opened our doors on Long Island in the 1970's, we have been proud to make an enduring contribution to businesses and individuals in the communities we serve. At our firm, clients find a true partner one who has their collective best interests at heart . . . and the power, resources and expertise to drive success.Our attorneys work collaboratively with the leaders of companies of every size and type – and with each other – providing clients throughout the New York metropolitan area and beyond with seamless access to in-depth legal expertise.Our trusted counsel has enabled hundreds of area businesses to grow intelligently, negotiate confidently, resolve disputes efficiently and meet challenges head on. We have helped numerous individuals and families to preserve their wealth and plan for appropriate transitions to the next generation.Our firm has a strong commitment to our community. Our attorneys work closely with scores of nonprofit organizations, providing the business guidance and support they need to deliver much-needed services. For many groups and individuals in need, we have enthusiastically provided our services pro bono.We are committed to inclusivity an environment that embraces the differences among our lawyers and clients and fosters equality, mutual respect, and opportunity to achieve better outcomes. It is this broader perspective that makes us more creative and effective. It strengthens us as a firm and as a community.We are dedicated to ensuring that the firm’s professional development programs and business development efforts are equitable on all levels. We stand committed to recruiting, retaining, and promoting diversity throughout the firm to achieve a perspective that benefits all who work here, our clients who depend upon us, and the communities that we serve.In bringing success to our clients, service to our community and honor to our profession, we seek always to set a higher bar . . . to hold ourselves to the highest standards of integrity, openness and professionalism. In the end, that is what matters most of all.Job DetailsWe are seeking a dedicated and detail-oriented Estate Planning and Administration Paralegal to join our esteemed legal team in New York.This role is pivotal in supporting our Estate Planning Department, focusing on the preparation and execution of estate plans, as well as managing the administration of estates and trusts.The ideal candidate will possess a strong understanding of estate planning principles and a passion for helping clients secure their legacies.• Estate Planning Document PreparationDraft, review, and finalize essential estate planning documents, including wills, trusts, powers of attorney, and healthcare proxies to ensure comprehensive and compliant estate plans.• Client Consultation SupportAssist attorneys in client meetings by gathering necessary information to understand clients’ goals and needs, and providing insights on estate planning strategies.• Asset Inventory and ValuationCompile and assess the inventory of estate assets, including real estate, financial accounts, and personal property, ensuring accurate valuations for effective planning and administration.• Probate and Trust AdministrationManage the probate process for estates, including the preparation of necessary court filings, communication with beneficiaries, and oversight of trust administration tasks.• Tax Planning and ComplianceCollaborate with attorneys to prepare estate, gift, and income tax returns, ensuring compliance with federal and state tax regulations and optimizing tax strategies for clients.• Post-Mortem PlanningAssist in post-mortem estate planning strategies, including the transfer of assets to beneficiaries and the implementation of tax-saving measures.• Research and UpdatesStay informed on changes in estate planning laws and regulations, conducting research to support the firm’s practice and enhance client services.• Additional DutiesPerform other job-related tasks as assigned and provide support to attorneys as needed.QualificationsA minimum of 5 years of experience as a paralegal in estate planning and administration. Candidates with a strong background in tax law or financial planning are encouraged to apply.Proficiency in Microsoft Excel, Word, and Outlook. Experience with estate planning software and case management systems is a plus.Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.Want to learn more about this role and Jobot?Click our Jobot logo and follow our LinkedIn page!