Paralegal, Trusts and Estates

Job Description

We are a global law firm with a powerful strategic focus and real momentum. Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach. Our shared values define our culture and our workplace. You will find us to be unusually collegial, team-oriented, and ready to innovate. We work seamlessly across practices, offices and around the world. This elimination of boundaries has allowed us to evolve into a law firm that works as hard for its culture as it does for its clients.

The New York office is seeking an experienced Trusts & Estates Paralegal to support the firm’s New York Trusts & Estates practice. This role focuses on estate and trust administration and requires a detail-oriented professional who can manage multiple matters, work independently, and interact confidently with others. The position is hybrid and the paralegal will be required to be in the office 2-3 days per week. Flexibility with respect to the days in the office is required.

Responsibilities include, but are not limited to:

• Manage 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
• Form entities (including LLCs) and apply for and secure 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 and track deadlines for estate administration and planning matters
• Provide general support to attorneys and collaborate with internal teams as needed

Please note this job description does not cover or contain all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Qualifications:

• Bachelor’s degree required
• Minimum 5+ years of Trusts & Estates paralegal experience
• Commissioned New York State Notary Public in good standing, or ability to obtain commission shortly after hire
• Strong written and verbal 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
• Highly organized, 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 in 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

Employees are entitled to compensation commensurate with skill and experience. The full time base annual salary range for this position in the New York City market is expected to range from $110,000 - $150,000. This range represents the firm’s good faith and reasonable estimate of the range of possible compensation at the time of posting for a position in New York City.  Salaries in other markets will vary depending on market data. Bonus opportunities are non-guaranteed and are dependent upon individual and firm performance.

Norton Rose Fulbright US LLP is committed to providing employees with a comprehensive and competitive benefits package that supports you, your health, and your family. Benefit packages include access to three medical plans, dental, vision, life, and disability insurance. Employees can also access pre-tax benefits such as health savings and flexible spending accounts. Norton Rose Fulbright helps provide financial security by allowing employees to participate in a 401(k) savings plan and profit-sharing plans if eligible. Full- time employees are eligible to access fertility benefits designed to support fertility and family-forming journeys.

In addition to the Firm’s health and welfare benefits above, we offer a competitive paid time off plan, which provides a minimum of 20 days off based on your role and tenure with the firm. The firm offers a generous paid parental leave benefit allowing parents to take a minimum of 14 weeks of paid leave to bond with your newborn, or adopted child(ren). Employees are also entitled to 11 Firm holidays.

Norton Rose Fulbright US LLP is an Equal Opportunity Employer and complies with all applicable federal laws and their implementing regulations that require the collection and recording of certain data and information. The information we receive will not be used to make any decision regarding employment and will be kept separate from your application. Similarly, self-identification information is kept confidential and used only in accordance with applicable federal laws and regulations. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Norton Rose Fulbright is committed to providing reasonable accommodation as an Equal Opportunity Employer to applicants with disabilities. If you require assistance or accommodation to complete your application, please contact [email protected]. Please provide your contact information and a description of your accessibility issue. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

E-Verify is a registered trademark of the U.S. Department of Homeland Security. This business uses E-Verify in its hiring practices to achieve a lawful workforce.

Equal Employment Opportunity