Trusts & Estates Paralegal/Administrator (Global Law Firm)

About the role

Position: Trusts & Estates Paralegal/Administrator at a globally recognized AM 100 law firm located in New York, NY with a hybrid work‑from‑home arrangement.

Responsibilities

• 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 assets
• Support trust administration by maintaining records on trust assets, trustee details, and tax statuses
• Support T&E matters by managing intra‑family loan records and drafting key estate planning documents, including POAs, health care proxies, wills, GRATs, and related agreements
• Draft and proof a wide range of estate planning documents and correspondence
• Create execution‑ready versions of documents, ensuring accuracy in formatting and content
• Maintain organized digital and physical files, create indexed binders, and assist with PowerPoint presentations

Qualifications

• Bachelor’s degree
• 3+ years of relevant trusts & estates experience
• Strong organizational and time management skills with high attention to detail
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Hot Docs and Number Crunchers a plus
• Excellent written and verbal communication skills
• Ability to handle confidential information with discretion

Pay

Base salary up to $110,000, with paid overtime.

Benefits

• Full benefits package
• Bonus eligibility
• Tuition reimbursement
• 401(k) plan with company match

Schedule

Hybrid work‑from‑home arrangement in New York, NY.