Senior Trusts & Estates Paralegal
Company: SourcePro Search
Location: New York City
Posted on: April 1, 2026
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Job Description:
SourcePro Search is conducting a search for a Senior Trusts &
Estates Paralegal for our global law firm client in their New York
office. The ideal candidate will support the members of the firm’s
New York Trusts & Estates group with a focus on estate
administration and trust administration. The ideal candidate will
have a high level of motivation, flexibility, initiative, and
ability to follow through on numerous ongoing projects. The Senior
Paralegal will be required to be in the office 2-3 days per week
and may work remotely other days. Flexibility with respect to the
days in the office is required. What You'll Do: Handle all aspects
of estate administrations, including preparation and filing of
probate and administration proceedings, collection and valuation of
assets, and payment of bequests Assist with preparation of Wills,
Trusts, health care directives, powers of attorney and other estate
planning documents Prepare and file federal and state estate tax
returns and related filings Formation of LLCs and applying for and
securing EINs. Preparation of Receipt and Release Agreements for
payment of bequests and for informal settlement of estate and trust
accountings Review and assist with preparation of fiduciary
accountings for estates and trusts Maintain departmental calendars
for estate administration filing deadlines and planning matters
What You'll Bring: Bachelor’s degree required Minimum 5 years of
Trusts & Estates paralegal experience Strong communication skills
with the ability to interact well with people at all levels of the
organization including clients and client advisors Demonstrate a
positive attitude, strong judgment, initiative, and integrity
Dependable, highly motivated, and a team player Ability to
prioritize and manage multiple tasks simultaneously Detail
oriented, with above average spelling, language, and grammar skills
Flexibility to operate independently and in a team atmosphere with
a high degree of accuracy, confidentiality, and professionalism
Proficient with Microsoft Office Experience with One Source (FPS)
estate tax preparation software, New York Hot Docs forms and
Surrogate Court filings Ability to work overtime on short notice
when required https://sourceprosearch.com/
Keywords: SourcePro Search, Hamden , Senior Trusts & Estates Paralegal, Administration, Clerical , New York City, Connecticut
