Trust and Estate Paralegal
Trust and Estate Paralegal
New York, New York
|Full Time
|$ 100,000 - $ 130,000 per year
New York, New York
Full Time
$ 100,000 - $ 130,000 per year
January 22, 2026
|Job ID: 1443694 MJD_1769100008
January 22, 2026
Job ID: 1443694 MJD_1769100008
Job Summary
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Job Description:
- Administering client estates, estate planning and trust accounting.
- Administer Estates, including identifying, valuing, collecting and distributing Decedent's assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
- Prepare documents for probate and other Surrogate's Court filings
- Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations
- Prepare spreadsheets reflecting alternative estate planning options
- Compile voluminous exhibits for tax filings and legal proceedings
- Prepare clients' billing statements on a monthly basis
- Prepare incapacity documents
- Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
- Meet with clients and assist with execution of documents
- Experiance with trust accounting
- Experiance supporting attorneys with estate administration and estate planning
1443694 MJD_1769100008
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
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