Fully Remote Experienced Trust and Estate Administration Paralegal

The Village Law Firm is seeking a Senior Trusts and Estates Paralegal to join our team. You will play a key role in delivering top-tier legal services, ensuring clients’ legacies are protected and effectively managed.

If you thrive on delivering high-caliber, compassionate client service in a supportive, balanced environment, this is the perfect role for you!

This position will be responsible for:

·      Managing all aspects of estate administration: draft court documents, coordinate asset valuations, handle estate settlements and bequests, prepare informal estate and trust accountings, and ensure timely information collection by setting and managing client-specific deadlines.

·      Acting as main point of contact for clients from engagement to matter conclusion, ensuring timely and effective communication.

• Maintaining departmental calendars for all estate administration filing deadlines.

• Preparing Federal and State estate tax returns, gift tax returns, and other administrative filings.

• Assisting with preparation of Wills, Trusts, and other estate planning documents.

• Assisting with funding trusts through retitling bank accounts and updating beneficiaries.

ABOUT US

We are a boutique estate planning law firm offering premium legal and wealth planning services to New York City's artists, entrepreneurs, tech professionals, and other dynamic individuals who make up this great city. Our mission is to provide a unique, client-focused experience while fostering an inclusive and supportive work environment.

Our team values open communication, teamwork, and is committed to excellence. We are friendly, collaborative, and trust each team member to work independently while enjoying the process. We recognize and celebrate everyone’s contributions, driving our firm's success and ensuring client satisfaction.

Requirements

QUALIFICATIONS

• MUST HAVE 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 probate court filings, Date of Death valuations, preparing settlement agreements, and obtaining tax ID numbers for estates and/or trusts.

• Preference for experience with NY State probate.

SKILLS

·      Warm, friendly personality with a professional demeanor and presentation.

·      Ability to manage multiple tasks in a fast-paced, deadline-driven environment.

·      Strong communication and business acumen to interact confidently with clients, accountants, lawyers, and financial advisors.

·      Technologically savvy and quick to learn new software.

·      Excellent English and impeccable grammar.

·      Ability to prioritize and handle competing priorities.

·      Strong attention to detail and organizational skills.

·      Flexibility to work independently and in a team.

·      Strong time-management skills, and ability to handle a high-volume caseload.

·      Dependable, highly motivated, and detail-oriented.

Benefits

·      Competitive salary ($60k-$80k) based on qualifications and location.

·      Paid sick and vacation days

·      Generous medical and dental insurance

·      Option to work fully remote or hybrid/full-time in our Manhattan office.