Paralegal, Trust & Estates (AmLaw100)

Posted 19 days ago

plona partnersNew York (NY)

SENIORITY

Senior

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About the role

As a Paralegal, your duties and responsibilities may include the following: Prepares tax returns of all types, including individual income, estate and trust income, gift, estate and GST tax returns Prepares estate and trust accountings; analyzes and organizes records and documents Conducts factual research involving assets, liabilities, titling of assets, claims, valuation, contacts and virtually all other matters relating to estates and trusts Performs tax and legal research using library and online resources Reviews and drafts estate planning and other legal documents Assists with business transactions Prepares corporate, partnership and LLC agreements, resolutions and other documents; liaises with Corporate Maintenance to maintain records and minute books Handles governmental, agency and court filings Meets and directly communicates with clients Maintains docket of all estate, trust and court dates Qualifications & Required Experience: Minimum of 3 years of work experience as a paralegal in a law firm or a specialized practice firm required. ABA-approved paralegal certificate preferred Expertise in tax, estate planning and estate administration preferred

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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