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Estates & Trust Paralegal

Company: Walrath Recruiting, Inc.
Location: Binghamton
Posted on: February 15, 2021

Job Description:

Our client has an immediate opening for a full-time Trust and Estate paralegal. The successful candidate will assist lawyers with the preparation of documents necessary for estate planning and will provide assistance in the administration of estate and trust assets.

Responsibilities Include:

Set up, organize and maintain administration file.
Update Estate Planning Data Form for client's review and completion.
Calendar all applicable and relevant deadlines.
Review and summarize existing estate planning documents and asset listings.
Maintain tickler system for client follow up and deadlines.
Prepare correspondence to client throughout administration, reminding of deadlines, next steps, and requesting information needed.
Meet with and assist clients to review and obtain information, assist execution of documents and transfers of assets.
Prepare initial drafts of probate filings (applications for probate of will, information to heirs and devisees, proofs of delivery, inventory of appraisement, accounting, proposal for distribution, receipts and releases with waivers, application for settlement, deeds of distribution), trust agreements, powers of attorney, and advanced directives for healthcare as required.
Prepare initial drafts of Trust accountings, proposal for distribution, receipt and releases with waiver, applicable notices, and gift tax returns.
Organize and assemble supporting documentation for Federal Estate Tax Returns.
Update and maintain database of estate planning clients.
Update and maintain form wills and will/trust provisions.
Organize corporations, LLCs, and LLPs, as required, and prepare related documents including agents and resolutions.
Follow up to ensure client receives appropriate originals/copies of documents.
Assist assigned attorneys with file opening, billing matters, time entry and other administrative duties.

Qualifications:

High school diploma is required. Bachelor's degree is preferred.
5 to 7 years of experience as an Estates & Trust Paralegal.
Real estate transactional experience is a plus.
Proficiency in Microsoft Office Suite and legal software is required.
Excellent written and verbal communication skills, as well as strong organizational skills are required.
NYS Notary is a plus.


Walrath Recruiting, Inc. specializes in executive search, direct-hire, and long-term and short-term contract placement services in the Accounting/Finance, Engineering, Construction, Manufacturing, IT/Technology, Medical, Legal, industries. With locations in Albany and Saratoga, Walrath Recruiting serves a number of organizations in NY State's Capital Region and often extends its services throughout the United States.

Keywords: Walrath Recruiting, Inc., Binghamton , Estates & Trust Paralegal, Legal , Binghamton, New York

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