Trusts and Estates Paralegal

Cravath, Swaine & Moore LLP•New York, NY

11d•$70,000 - $90,000•Onsite

About The Position

The Trusts & Estates Paralegal works individually, within the Trusts & Estates group, to assist attorneys in the administration of estates and trusts, and works on various projects under attorney supervision.

Requirements

Bachelor's degree with high academic standing
2-5 years of relevant experience preferred
Experience supporting Trust & Estates attorneys highly desired
Excellent communication and organizational skills
The ability to work well under pressure and coordinate several activities at once
The initiative to problem-solve
The capacity to meet strict deadlines
Strong research skills
Proficiency using computer software and the internet
The flexibility to work a considerable amount of overtime and be available as needed
The willingness and ability to make a two year commitment

Responsibilities

Prepares petition and related papers to probate clients’ wills
Compiles exhibits to Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return and Form 709, the United States Gift Tax Return
Creates first drafts of various T&E practice documents including by not limited to: cover letters, powers of attorney, health care proxies, living wills, unanimous written consents, bills, summaries of wills and trust agreements, trustee appointment/resignation/removal instruments, Crummey notices, promissory notes, GRAT agreements, various ancillary GRAT documents, and debt forgiveness letters
Creates execution versions of various documents for signature including proofing for spelling errors, formatting, pagination, correct numbering of sections, cross-references, etc.
Assists with administration of trusts by keeping track of trust information, including trust assets, current trustees, grantor trust status, GST-exempt status, etc.
Plays an active role in helping the Firm to provide our clients with legal services of the highest caliber
Conducts research and compiles corporate information and precedent binders
Frequently interacts with partners, associates and clients
Performs other duties, as assigned