1+ months


Yorkson Legal
New York, NY 10007
  • Job Code

This leading large law firm in the financial district seeks a Trust & Estates Paralegal with 2+ years of experience from a large law firm. The position is for a small department and under the supervision of a partner and senior associate. Competitive salary.

Responsibilities include

• Maintain Will and healthcare lists

• Maintain various ledgers for trusts.

• Maintain GRAT lists; update attorneys on deadlines.

• Assist Attorney’s in probate administration

• Estate duties arranging documentation necessary to maintain records

• Drafting of probate filings and all probate related documentation, including receipt and releases.

• Ensure that legal documents are processed and handled in a timely and efficient manner in order to comply with appropriate regulations and deadlines, correspond with courts re status of filings

• Gather tax information and prepare inheritance tax return

• Assist Fiduciary accountant in gathering financial information for accountings and tax returns.

• Responsible for the management, coordination, and administration of all aspects of trust accounts which include, but may not be limited to, revocable and irrevocable trusts under wills and other accounts

• Responsible for gathering information re insurance trust payments; updating trust ledger and preparing crummy notices for all insurance trusts

• Track and pay the quarterly estimated taxes for trusts.

• Request and forward payments from trust accounts

Foundation Duties:

• Review requests, research charitable status of entities, prepare correspondence requesting check requests; forwarding checks.

• Maintain grant and pledge lists for each foundation; forward the same to President of foundation for review.

• Review all foundation mail

• Correspond with financial advisors refunds and update attorneys re the same.

• Gather information for 990PF return.

This position also requires the ability to track and manage deadlines.

Bachelor's degree is required. Skills include proficientcy with Microsoft Word, Excel, Outlook, Powerpoint, e-filing, FileSite or DeskSite.  

Please send your resume to gbreck@yorkson.com.


Posted: 2019-10-29 Expires: 2019-12-28

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Yorkson Legal
New York, NY 10007

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