WiseCounsel LLC · 1 month ago
Trust and Estates Paralegal
Garden City, NY
Full-time
Onsite
Senior Level
$120K/yr - $150K/yr
5+ years expWiseCounsel LLC is seeking a Trust and Estates Paralegal to assist in the administration of estates and trusts. The role involves preparing legal documents, marshaling assets, and conducting research related to estate administration.
Legal Services
Hiring Manager
Karen Frankel
Responsibilities
Preparation of administration & probate petitions in Surrogate’s Courts, and in local New York Counties
Marshaling assets and confirming the value
Preparing gift tax returns and deed transfer documents
Transferring of stock certificates (for deceased)
Fully knowledgeable in preparation of federal estate tax returns as well as all facets of general estate and trust administration
On-line research will be required
Informal accounting for the estates
Qualification
Required
Preparation of administration & probate petitions in Surrogate's Courts, and in local New York Counties
Marshaling assets and confirming the value
Preparing gift tax returns and deed transfer documents
Transferring of stock certificates (for deceased)
Fully knowledgeable in preparation of federal estate tax returns as well as all facets of general estate and trust administration
On-line research will be required
Informal accounting for the estates
4-year college degree and at least 5 years intensive trusts and estates experience
Outstanding interpersonal, communications, planning and organizational skills
Company
WiseCounsel LLC
WiseCounsel LLC is a boutique, professional placement firm in midtown Manhattan.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Karen Frankel
Founder & CEO
Company data provided by crunchbase