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Trusts and Estates Paralegal

Date Posted: 1/29/2020

Job #1568102
Permanent
NEW YORK, New York
Staff

Direct-Hire! AM LAW 100  Trusts and Estates Paralegal (Tax and Wealth Planning Group)

  • BA or Associates Degree with ABA Certified Paralegal Certificate 
  • 5+ years of related experience
  • All facets of trust and estate planning and administration
  • Thorough knowledge of estate administration, termination, documentation, preparation or supervision of accounting's 
  • 706 & 709 preparation
  • Surrogate's Court case filing and management
  • Trust and will drafting
  • Managing a variety of Surrogate's Court cases, including probate and trust accounting
  • Supporting and handling trust and estate litigation
  • Calendaring cases and advise attorneys of upcoming deadlines 
  • Handling post-mortem administration issues, including required notices
  • Handling occasional trust & will drafting as needed
  • Handling tax preparation including Forms 706, 709, and 1041
  • Collaborating with other professionals to complete tasks related to wealth planning, including trust funding, estate distribution, real estate transfer, and formation of entities such as LLCs

Competitive Salary and Comprehensive Benefits Offered!  Don's miss out, send your resume to lzullo@lucasgroup.com 14

Apply Now

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