Trusts and Estates Paralegal

Robert Half • New York, NY • 6h ago

Description

A law firm in Midtown Manhattan is seeking an experienced Trusts & Estates Paralegal to support attorneys with estate administration and estate planning matters. This role is integral to managing the probate process, preparing legal documents, and ensuring compliance with applicable laws and regulations. The ideal candidate will be highly organized, detail-oriented, and capable of managing multiple matters simultaneously while providing excellent client service.

Responsibilities:

Manage the estate administration process from initiation through final closing

Prepare and file probate petitions, court forms, and related documents

Communicate with courts, clients, beneficiaries, and other involved parties throughout the administration process

Conduct legal research related to probate laws, regulations, and relevant case law

Review legal documents including wills, trusts, and estate planning instruments

Draft correspondence, affidavits, and other legal documents

Communicate with clients to obtain information and provide status updates regarding estate matters

Assist with the management and distribution of estate assets, including financial accounts, real estate, and personal property

Coordinate with financial institutions, appraisers, and other third-party professionals involved in estate administration

Ensure compliance with local, state, and federal estate administration laws

Draft estate planning documents, including Powers of Attorney, Health Care Proxies, and Disposition of Remains appointments

Draft and assist with recording deeds

Collaborate with attorneys and staff to maintain efficient case management and workflow

Requirements

Qualifications:

Bachelor's degree and/or Paralegal Certificate from an accredited institution

Prior experience supporting trusts & estates or probate matters strongly preferred

Strong knowledge of probate procedures and estate administration

Excellent organizational, communication, and multitasking skills

High attention to detail and ability to manage multiple deadlines

Additional certification in estate planning or estate administration is a plus

This is an excellent opportunity for a paralegal with trusts and estates experience seeking to join a collaborative legal team and play a key role in delivering high-quality client servic

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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