Paralegal – (Will Train) -High-End Trusts & Estates Practice – White Plains, NY – On-Site
A huge opportunity to learn from the leaders in High-End Trusts & Estates!!
Paralegal – Trusts & Estates / Estate Administration
Location: White Plains, NY (Fully On-Site)
Reports to: Trusts & Estates Associates
About the Firm
A well-established Trusts & Estates practice serving individuals and families in estate planning and administration matters. The group values precision, strong communication, and a collaborative, in-office culture where associates and paralegals work closely together.
Role Overview
The Paralegal will support a team of three associates in estate administration, probate, and related transactional matters.
This role is ideal for a paralegal with experience in Trusts & Estates, real estate, litigation, corporate, or other transactional practice areas who is looking to deepen their exposure to estate administration work in a supportive, team-oriented environment.
The team is willing to train the right candidate who demonstrates strong document skills, attention to detail, and the ability to learn quickly.
The position plays a key role in managing detailed filings, drafting transactional documents, and ensuring accuracy in document-heavy matters.
Key Responsibilities
• Assist with preparation of probate and administration filings in NY (and CT, if applicable), under attorney supervision.
• Support estate administration matters, including coordination of required documentation and court submissions.
• Assist in drafting or preparing deeds and related real property transfer documents (including trust funding and estate-related transfers).
• Help assemble documentation for estate tax filings, including organizing exhibit-heavy submission materials.
• Prepare and organize settlement documentation, including final Receipt & Release agreements when applicable.
• Maintain organized electronic files within document management systems.
• Utilize Excel and related tools to track estate assets, documentation, and filing components.
• Provide day-to-day support to associates in a collaborative, high-touch practice environment.
Qualifications
• 1+ years of paralegal experience in Trusts & Estates, Estate Administration, or experience as a residential real estate general practitioner, corporate or litgation or other transactional practice areas preferred.
• Exposure to probate or estate administration work is helpful but not required; willingness and ability to learn is essential.
• Experience drafting deeds or other transfer documents preferred.
• Exposure to exhibit-heavy filings or detail-driven document assembly is a plus.
• Strong written communication skills and document comprehension required.
• Strong proficiency in Microsoft Office (Excel required).
• Experience with HotDocs (Lexis), NetDocuments, and FPS estate tax software is a plus.
• Detail-oriented, organized, and comfortable managing document-intensive work.
• Team-focused, enthusiastic professional who thrives in an in-office, collaborative environment.
• Must be willing to work fully on-site (no hybrid).