Trusts & Estates Paralegal

Offit Kurman•New York, NY

1d•$110,000 - $150,000•Hybrid

About The Position

Offit Kurman, a growing full-service law firm, seeks an Estate Planning Paralegal to join its New York, NY office as an integral part of the Estate Planning & Administration team. The paralegal will assist multiple attorneys with a variety of duties related to estate planning & administration. The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, Medicaid regulations, as well as a general understanding of probate and tax laws.

Requirements

Minimum of 6 years of experience as a Trusts and Estates Paralegal.
Excellent communication skills both verbally and written.
High level of attention to detail, with excellent organizational and time management abilities in a fast-paced environment
Proficiency in Microsoft Office 2017 or newer (Outlook, Word, Excel and PowerPoint), Internet research skills, document management systems, attorney time entry software.

Nice To Haves

Familiarity with elder law and Medicaid is a plus.
Familiarity with fiduciary accountings, a plus.
Preparation of Medicaid applications a plus.

Responsibilities

Administration of decedents' estates, including the preparation of probate, administration and related Surrogate’s Court filings. Must be adept with e-filing and New York estate administration procedures.
Preparation of gift and estate tax returns and software; familiarity with fiduciary accountings, a plus.
Preparation of real property deeds and related transfer documents.
Communicate directly with sophisticated estate planning and elder law clients.
Draft standard estate planning documents (i.e. powers of attorney, wills, and health care directives, etc.).
Facilitate trust administration, including assisting with the funding of trusts and related tasks.
Preparation of Medicaid applications a plus.