Description
The Village Law Firm is seeking a Senior Probate Paralegal to join our team. You will play a key role in delivering top-tier legal services, ensuring clients’ legacies are protected and effectively managed.
If you thrive on delivering high-caliber client service in a supportive, balanced environment, this is the perfect role for you!
About Us
We are a boutique estate planning law firm offering premium legal and wealth planning services to New York City's artists, entrepreneurs, tech professionals, and other dynamic individuals who make up this great city. Our mission is to provide a unique, client-focused experience while fostering an inclusive and supportive work environment.
Our team values open communication, teamwork, and is committed to excellence. We are friendly, collaborative, and trust each team member to work independently while enjoying the process. We recognize and celebrate everyone’s contributions, driving our firm's success and ensuring client satisfaction.
Responsibilities
Manage all aspects of estate administration: draft court documents, coordinate asset valuations, handle estate settlements and bequests, prepare informal estate and trust accountings, and ensure timely information collection by setting and managing client-specific deadlines.
Act as main point of contact for clients from engagement to matter conclusion, ensuring timely and effective communication.
Maintain departmental calendars for all estate administration filing deadlines.
Prepare Federal and State estate tax returns, gift tax returns, and other administrative filings.
Assist with preparation of Wills, Trusts, and other estate planning documents.
Assist with funding trusts through retitling bank accounts and updating beneficiaries.
Benefits
Competitive salary ($60k-75k) based on qualifications
Paid sick and vacation days
Generous medical and dental insurance
Fully Remote
Location
This position is fully remote within the United States.
At The Village Law Firm, we are dedicated to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and are committed to creating an environment where everyone can thrive and contribute their best work. We celebrate diversity and are proud to be an equal opportunity employer.
If you are a motivated individual who is passionate about helping others and excel in a client-focused, collaborative environment, we would love to hear from you!
Requirements
Requirements
- Bachelor's degree or equivalent experience.
- 5+ years as a trusts and estates paralegal or equivalent experience in an accounting role.
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Experience with large estates and the preparation of Federal and State estate tax returns.
- Extensive experience with probate and trust administration issues, including probate court filings, Date of Death valuations, preparing settlement agreements, and obtaining tax ID numbers for estates and/or trusts.
- Preference for experience with NYS probate proceedings.
Skills
Warm, friendly personality with a professional demeanor and presentation.
Ability to manage multiple tasks in a fast-paced, deadline-driven environment.
Strong communication and business acumen to interact confidently with clients, accountants, lawyers, and financial advisors.
Technologically savvy and quick to learn new software.
Excellent English and impeccable grammar.
Ability to prioritize and handle competing priorities.
Strong attention to detail and organizational skills.
Flexibility to work independently and in a team.
Strong time-management skills, and ability to handle a high-volume caseload.
Dependable, highly motivated, and detail-oriented.
