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Kay Search Group - Trusts & Estates Paralegal/Administrator (Global Law Firm)

Kay Search Group · New York, NY · 3 days ago
LegalFull-time
Position: Trusts & Estates Paralegal/Administrator (Global Law Firm) Location: New York, NY (Hybrid WFH) Company: Globally Recognized AM 100 Law Firm Comp Package: Base salary to $110K, 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 assetsSupport trust administration by maintaining records on trust assets, trustee details, and tax statusesSupport T&E matters by managing intra-family loan records and drafting key estate planning documents, including POAs, health care proxies, wills, GRATs, and related agreementsDraft and proof a wide range of estate planning documents and correspondenceCreate execution-ready versions of documents, ensuring accuracy in formatting and contentMaintain organized digital and physical files, create indexed binders, and assist with PowerPoint presentations Qualifications For Trusts & Estates Administrator Bachelor’s degree; 3+ years of relevant t&e experience requiredStrong organizational and time management skills with high attention to detailProficient in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Hot Docs and Number Crunchers a plusExcellent written and verbal communication skillsAbility to handle confidential information with discretion #zr

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