Kay Search Group
Tax & Estates Law Paralegal
Kay Search Group - Garden City
Work at Kay Search Group
Overview
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Overview
Position: Trust & Estates Legal Assistant (National Law Firm) Location: Garden City, NY
Comp Package: Base to $90K, Paid Overtime, Bonus; Full Benefits; 401K, etc.
Responsibilities for Trust & Estates Legal Assistant:
Provide high-level administrative support to attorneys, including calendar management, meeting coordination, and timekeeping
Coordinate and process attorney expense reports, travel arrangements, and internal workflow tasks
Prepare, file, and serve court documents for probate and estate proceedings, including fiduciary appointments and resignations, disclaimers, inventories, and claims against estates
Assist in the preparation and submission of Federal and New York State estate tax returns
Draft, revise, and proofread estate planning documents such as wills, trusts, powers of attorney, and healthcare directives (optional)
Answer attorney phone lines, manage messages, and maintain professional communication with clients and third parties
Prepare beneficiary designation forms and support asset transfers for trust and estate accounts
Requirements for Trust & Estates Legal Assistant:
~5+ years of Trusts & Estates experience in a law firm environment
~ Strong ability to manage multiple tasks, prioritize deadlines, and collaborate effectively within a team
~ Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Excel
~ Excellent organizational skills and attention to detail
~ Strong interpersonal and client service skills with a professional demeanor
~ Working knowledge of Medicaid applications is a plus
Comp Package: Base to $90K, Paid Overtime, Bonus; Full Benefits; 401K, etc.
Responsibilities for Trust & Estates Legal Assistant:
Provide high-level administrative support to attorneys, including calendar management, meeting coordination, and timekeeping
Coordinate and process attorney expense reports, travel arrangements, and internal workflow tasks
Prepare, file, and serve court documents for probate and estate proceedings, including fiduciary appointments and resignations, disclaimers, inventories, and claims against estates
Assist in the preparation and submission of Federal and New York State estate tax returns
Draft, revise, and proofread estate planning documents such as wills, trusts, powers of attorney, and healthcare directives (optional)
Answer attorney phone lines, manage messages, and maintain professional communication with clients and third parties
Prepare beneficiary designation forms and support asset transfers for trust and estate accounts
Requirements for Trust & Estates Legal Assistant:
~5+ years of Trusts & Estates experience in a law firm environment
~ Strong ability to manage multiple tasks, prioritize deadlines, and collaborate effectively within a team
~ Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Excel
~ Excellent organizational skills and attention to detail
~ Strong interpersonal and client service skills with a professional demeanor
~ Working knowledge of Medicaid applications is a plus