Trusts and Estates Paralegal


Special Counsel is assisting one of our clients, a well-respected Westchester law firm, in finding an experienced paralegal to join their sophisticated trusts and estates practice. Candidates must have worked in trusts and estates, and have experience with the estate administration and probate process. This is a great opportunity to work with an established firm with long tenure and a collegial team, where you will be able to continue to build upon your career in the trusts and estates field.


  • Coordinate and meet with clients to gather information needed for the administration of estates, trusts and guardianships
  • Collect, organize and analyze documents and information regarding assets and their valuations, prepare inventories of assets as well as transfer documents
  • Draft probate pleadings and file all necessary documents with the Probate Court, including petitions, fiduciary reports and accountings
  • Draft other legal documents, including initial drafts of Wills, Revocable Trusts, Healthcare Directives and Powers of Attorney
  • Prepare state and federal estate and gift tax returns
  • Maintain files, including financial and tax records, and keep track of all due dates for probate and tax filings
  • Assist with elder law matters, including the preparation and submission of applications for Medicaid and interact with social services agencies
  • Requirements:

  • At least 3 years of previous Trusts & Estates Paralegal experience
  • Excellent proofreading, editing and math skills
  • Strong interpersonal and communications skills
  • Detail oriented, organized, reliable and pro-active
  • Proficiency in Microsoft Excel
  • If you are interested in the Westchester, NY Trusts & Estates Paralegal position, and have the requisite experience, please send your resume as we would love to talk with you. Please note that only candidates with demonstrated experience in trusts and estates will be considered.

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