Offit Kurman, a growing full-service law firm, seeks an Estate Planning Paralegal to join its New York, NY office as an integral part of the Estate Planning & Administration team. The paralegal will assist multiple attorneys with a variety of duties related to estate planning & administration. The position entails performing a wide range of complex estate administration functions requiring knowledge of estates and trusts, estate planning, investments, Medicaid regulations, as well as a general understanding of probate and tax laws.
Duties include, but are not limited to:
- Administration of decedents' estates, including the preparation of probate, administration and related Surrogate’s Court filings. Must be adept with e-filing and New York estate administration procedures.
- Preparation of gift and estate tax returns and software; familiarity with fiduciary accountings, a plus.
- Preparation of real property deeds and related transfer documents.
- Communicate directly with sophisticated estate planning and elder law clients.
- Draft standard estate planning documents (i.e. powers of attorney, wills, and health care directives, etc.).
- Facilitate trust administration, including assisting with the funding of trusts and related tasks.
- Preparation of Medicaid applications a plus.
Desired Qualifications:
- Minimum of 6 years of experience as a Trusts and Estates Paralegal. Familiarity with elder law and Medicaid is a plus.
- Excellent communication skills both verbally and written.
- High level of attention to detail, with excellent organizational and time management abilities in a fast-paced environment
- Proficiency in Microsoft Office 2017 or newer (Outlook, Word, Excel and PowerPoint), Internet research skills, document management systems, attorney time entry software.
- Position is in-office to start, with the opportunity to transition to a hybrid schedule after a 90-day review (four days in office, one day remote)
Offit Kurman offers a collegial, comfortable, and professional work environment, as well as competitive salary and benefits, to include Paid Time Off and 401(k) matching. We are a proud EEO employer and we are committed to a diverse workforce.
Skills Required
- Minimum of 6 years of experience as a Trusts and Estates Paralegal
- Knowledge of estates and trusts, estate planning, investments, Medicaid regulations, probate and tax laws
- Adept with e-filing and New York estate administration procedures
- Preparation of probate, administration and Surrogate's Court filings
- Preparation of gift and estate tax returns and related software
- Preparation of real property deeds and related transfer documents
- Drafting standard estate planning documents (powers of attorney, wills, health care directives)
- Facilitate trust administration, including assisting with funding of trusts
- Excellent verbal and written communication skills
- High attention to detail, organizational and time management abilities
- Proficiency in Microsoft Office 2017 or newer (Outlook, Word, Excel, PowerPoint)
- Internet research skills
- Experience with document management systems
- Experience with attorney time entry software
- Familiarity with fiduciary accountings
- Experience with Medicaid applications and elder law
- Ability to work in-office initially and transition to a hybrid schedule after a 90-day review
What We Do
Offit Kurman is a full-service law firm that provides legal services to businesses, individuals, and families across more than 30 areas of practice.
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