Estate Planning Paralegal
Legal & Compliance/Legal
LHH
$100,000.00 - $170,000.00 per Year
New York, New YorkPermanent
Legal
Legal & Compliance
Key Requirements:
- Assist in the administration of estates and trusts, including preparing court filings, maintaining records.
- Calendar due dates for court and tax filings for estates.
- Coordinate the retitling of assets in decedent’s estates, including real estate, securities, and other assets.
- Communicate with financial institutions regarding account ownership, opening new accounts, and closing accounts.
- Obtain Employer Identification Numbers from IRS.
- Draft correspondence and maintain regular communication with Executors, Trustees, beneficiaries, and other relevant parties.
- Communicate accountants and tax professionals to ensure accurate and timely tax filings.
- Draft basic estate planning documents including advanced directives (POA/HCP/LW) and trust fund letters. Familiarity with ILS a plus.
- Finalize estate planning documents for signing appointments.
- Coordinate the funding of revocable and irrevocable trusts, including deed preparation and funding relating to co-op apartments.
- Serve as a point of contact for clients, responding to inquiries and providing updates on the progress of cases.
- Track and record a combined total of 7.5 hours (billable and non-billable) daily for client matters, ensuring timely entry of hours into the billing system in accordance with firm guidelines.
- Meet or exceed individual billable hour goals (1200 billable hours annually), ensuring accurate time tracking and timely submission of billable work to support the firm's revenue objectives.
If you would like to learn more, please reach out!
Pay Details: $100,000.00 to $170,000.00 per year
Search managed by: Pierre Sylvestre
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Ref US_EN_27_872287_3090240
Estate Planning Paralegal
Legal & Compliance/Legal
LHH
$100,000.00 - $170,000.00 per Year
New York, New YorkPermanent
Legal
Legal & Compliance
Key Requirements:
- Assist in the administration of estates and trusts, including preparing court filings, maintaining records.
- Calendar due dates for court and tax filings for estates.
- Coordinate the retitling of assets in decedent’s estates, including real estate, securities, and other assets.
- Communicate with financial institutions regarding account ownership, opening new accounts, and closing accounts.
- Obtain Employer Identification Numbers from IRS.
- Draft correspondence and maintain regular communication with Executors, Trustees, beneficiaries, and other relevant parties.
- Communicate accountants and tax professionals to ensure accurate and timely tax filings.
- Draft basic estate planning documents including advanced directives (POA/HCP/LW) and trust fund letters. Familiarity with ILS a plus.
- Finalize estate planning documents for signing appointments.
- Coordinate the funding of revocable and irrevocable trusts, including deed preparation and funding relating to co-op apartments.
- Serve as a point of contact for clients, responding to inquiries and providing updates on the progress of cases.
- Track and record a combined total of 7.5 hours (billable and non-billable) daily for client matters, ensuring timely entry of hours into the billing system in accordance with firm guidelines.
- Meet or exceed individual billable hour goals (1200 billable hours annually), ensuring accurate time tracking and timely submission of billable work to support the firm's revenue objectives.
If you would like to learn more, please reach out!
Pay Details: $100,000.00 to $170,000.00 per year
Search managed by: Pierre Sylvestre
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Ref US_EN_27_872287_3090240
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