Paralegal - Trusts & Estates

Office Location: Albany, New York

About the Role

Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location. The ideal candidate will have prior demonstrated experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field.

Responsibilities

• Work closely with attorneys and clients to assist with all aspects of the estate and trust administration process
• Prepare Surrogate’s Court filings related to the probate of wills and appointment of fiduciaries
• Assist in transferring assets, including working with financial professionals and clients to complete transfer paperwork
• Prepare asset inventories and judicial and non-judicial estate and trust accountings
• Prepare estate tax returns and related projections
• Monitor estate and trust administration progress and calendar internal and external deadlines
• Perform administrative tasks with supporting staff

Requirements

• College degree, paralegal certificate, and/or equivalent combination of education and experience
• Minimum of 1 year experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field where they gained experience in administering estates and trusts

Skills

• Very strong organizational skills
• Proficiency in Microsoft Word & Excel
• Familiarity with accounting and tax software and concepts

While we are willing to train the right candidate, it is our strong preference that applicants understand basic trusts, estates, and Surrogate’s Court concepts.

Benefits

• Medical
• Dental
• 401(k) with company match and profit-sharing options
• Generous time off package
• Corporate discounts to various businesses
• Opportunities to support and be active in the community

In addition to Whiteman Osterman & Hanna’s depth of legal knowledge, we are dedicated to creating a positive and rewarding work environment for all employees – attorneys and staff alike. Our focus has always been to make our Firm family-friendly. We hold many events for our employees and their families and have activities in the office throughout the year to help make the work environment more enjoyable.

Pay

$28.85-$43.27/hour

Schedule

In-Office, Monday-Friday, with occasional/rare overtime as needed