Trusts & Estates Paralegal - Bernard Nickels & Associates : Job Details

Type: Full-Time, Direct Hire

Location: Manhattan, NY (100% onsite)

Schedule: Monday-Friday, 8 hours per day

Salary Range: $80,000-$90,000

Benefits: Benefit package includes PTO, 401k plan, and medical/dental/vision insurance plan options.

OVERVIEW: Our boutique law firm client located in New York City is currently seeking a skilled and experienced Trusts & Estates Paralegal to join their dedicated team. The ideal candidate will possess 3-5 years of experience in a similar role and strong drafting skills, impeccable attention to detail, and the ability to handle a diverse range of responsibilities with precision & efficiency. A writing sample will be required as part of the application process to assess the candidate's drafting abilities.

RESPONSIBILITIES:

• Collaborate with attorneys, partners and others on the Legal Support Team to assist in the preparation and drafting of legal documents related to trust and estates matters, including wills, trusts, powers of attorney, and advance directives.
• Conduct legal research and analysis under the supervision of attorneys, gathering relevant case law, statutes, and regulations to support client matters and ensure compliance with applicable laws.
• Assist with estate administration tasks, such as asset inventory, beneficiary identification, and preparation of probate filings and estate tax returns.
• Communicate with clients, financial institutions, and other third parties to gather information and documentation necessary for estate planning and administration matters.
• Manage and organize case files, correspondence, and other documents, ensuring accuracy, completeness, and confidentiality.
• Coordinate meetings, appointments, and court appearances, maintaining calendars and assisting with scheduling as needed.
• Provide administrative support to attorneys, including preparing engagement letters, billing statements, and other client communications

QUALIFICATIONS:

• Bachelor's degree (required).
• 3 to 5 years of experience working as a trusts and estates paralegal in a law firm or legal department, with a demonstrated understanding of estate planning and administration procedures.
• Strong drafting skills with the ability to prepare and review legal documents accurately and efficiently.
• Paralegal Certification (preferred).
• Excellent written and verbal communication skills, with the ability to communicate effectively with clients, colleagues, and external parties.
• Proficiency in legal research methods and resources, including LexisNexis, Westlaw, and online databases.
• Strong analytical and problem-solving abilities, with a keen attention to detail and accuracy.
• Exceptional time management and organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.