Trusts & Estates Paralegal/Attorney

New York, NY

A New York-based law firm seeks for its Midtown office a Trusts & Estates Paralegal or Attorney with 3+ years’ experience in estate planning and estate and trust administration.  Responsibilities will include:

• All aspects of the administration of trusts and estates, such as: drafting receipts and releases, resignations, appointment and acceptance of executor or trustees; preparation of probate papers; assisting with closely-held entity formation.
• Drafting of simple estate planning documents;
• Preparation, assembly and organization of federal, NY and NJ estate tax returns plus exhibits and NJ inheritance tax returns;
• Organize and maintain files for team members;
• Acting as liaison to the litigation department relating to claims upon an estate or trust; and
• Daily interaction with partners, associates and/or clients, as well as with fiduciary accountants, brokers and financial advisors.

Candidate should possess superior organizational and communication skills, solution-oriented mindset and strong attention to detail and be able to multitask and work independently.  Experience with HotDocs, Interactive Legal Solutions a plus.