The Village Law Firm
It Takes a Village to Protect What You Love.
Estate Planning for Parents with Young Children • International Estate Planning • Estate Tax Planning
2 - 10
Trusts & Estates Paralegal
July 28
🔄 Hybrid – Manhattan
The Village Law Firm
It Takes a Village to Protect What You Love.
Estate Planning for Parents with Young Children • International Estate Planning • Estate Tax Planning
2 - 10
Description
• Manage all aspects of estate administration: draft court documents, coordinate asset valuations, prepare informal estate and trust accountings, and ensure timely information collection by setting and managing client-specific deadlines • Act as the main point of contact for clients, ensuring timely and effective communication • Maintain departmental calendars for all estate administration filing deadlines and estate planning matters • Assist in the preparation of Federal and State estate tax returns, gift tax returns, NYS Release of Lien requests, and other administrative filings • Assist with the preparation of Wills, Trusts, and other estate planning documents • Assist with funding trusts through retitling bank accounts and updating beneficiaries • Identify and address gaps in client estate plans, such as missing healthcare proxies or unfunded trusts
Requirements
• Bachelor's degree or equivalent experience • 5+ years as a trusts and estates paralegal or equivalent experience in an accounting role • Proficiency in Microsoft Word, Excel, and PowerPoint • Experience with large estates and the preparation of Federal and State estate tax returns • Extensive experience with probate and trust administration issues, including Surrogate’s Court filings, Date of Death valuations, preparing Receipt and Release agreements, and obtaining tax ID numbers for estates and/or trusts
Benefits
• Competitive salary ($75k-100k) based on qualifications and in-person availability • Paid sick and vacation days • Generous medical and dental insurance • Option to work remotely on Fridays
Apply Now