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Senior Paralegal - Trust & Personal

New York, NY



The paralegal work consists of Estate, Trust, Personal, Not-for-Profit and Personal Real Estate matters.

Essential duties and responsibilities
  • Drafting petitions and the supporting documents for probate, ancillary probate, administration, accounting, appointment of a trustee and request of a trustee to resign
  • Going to various Surrogate's Courts to file Wills, petitions and other papers
  • Assisting Executors with the collection of estate assets
  • Obtaining appraisals and valuations for estate tax purposes and collecting information for estate tax audits
  • Preparing applications for federal and state releases of estate tax liens. 

Education and/or experience
  • Bachelor’s degree required
  • Three to Five years’ experience in Estates & Personal
  • Paralegal certificate with specialization of Trusts & Estates preferred


 
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