Opportunity Description
Description
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.
Responsibilities:
• 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, benef...
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.
Responsibilities:
• 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, benef...