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We are looking for a skilled Paralegal to join a reputable midsize law firm in Garden City, New York. This position focuses on trusts and estates, offering an opportunity to work on diverse legal matters, including document drafting, estate administration, and client advisory. This role requires ample knowledge preparing estate tax returns and preparation of form 706. The ideal candidate will have a strong background in estate planning and litigation, coupled with excellent organizational skills.
Job Responsibility:
Draft various estate planning documents, including wills, grantor trusts, revocable and irrevocable trusts, and charitable remainder trusts
Manage estate administration processes, such as filing probate petitions, preparing estate tax returns, and overseeing account distributions
Conduct client meetings to discuss estate plans and oversee will execution procedures
Provide guidance to trustees, beneficiaries, and personal representatives regarding probate and trust administration
Research and analyze complex estate and gift tax matters to provide accurate legal solutions
Assist in trust and estate disputes, including will contests and accountings
Maintain comprehensive case management and utilize litigation software to support legal processes
Requirements:
Minimum of 3 years of experience as a paralegal in trusts and estates
Proficiency in discovery, civil litigation, and trial preparation
Familiarity with case management software and litigation procedures
Strong knowledge of estate planning and administration
Ability to research and interpret complex legal and tax issues
Excellent organizational skills and attention to detail
Effective communication and client-facing skills to manage sensitive legal matters
What we offer:
medical, vision, dental, and life and disability insurance