Beacon Hill · 17 hours ago
Trust and Estate Paralegal
New York, NY
Full-time
Hybrid
New Grad, Entry Level
$100K/yr - $130K/yrBeacon Hill is a staffing solutions company dedicated to providing unparalleled service and innovative staffing strategies. They are seeking a Trust and Estate Paralegal to administer client estates and assist with estate planning and trust accounting.
Staffing Agency
Responsibilities
Administering client estates, estate planning and trust accounting
Administer Estates, including identifying, valuing, collecting and distributing Decedent's assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
Prepare documents for probate and other Surrogate's Court filings
Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations
Prepare spreadsheets reflecting alternative estate planning options
Compile voluminous exhibits for tax filings and legal proceedings
Prepare clients' billing statements on a monthly basis
Prepare incapacity documents
Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
Meet with clients and assist with execution of documents
Qualification
Required
Administering client estates, estate planning and trust accounting
Administer Estates, including identifying, valuing, collecting and distributing Decedent's assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
Prepare documents for probate and other Surrogate's Court filings
Prepare estate and gift tax projections and calculate available generation-skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations
Prepare spreadsheets reflecting alternative estate planning options
Compile voluminous exhibits for tax filings and legal proceedings
Prepare clients' billing statements on a monthly basis
Prepare incapacity documents
Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
Meet with clients and assist with execution of documents
Experiance with trust accounting
Experiance supporting attorneys with estate administration and estate planning
Benefits
Medical
Dental
Vision
Federal and state leave programs
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
Recent News
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