Estate Planning / Trust & Estate Paralegal- Syracuse, NY
Regional law firm seeks to hire an experienced Estate Planning / T&E Paralegal with 2+ years of experience for their Syracuse offices.
Qualified candidates will be very familiar with wills and trusts.
Why this firm:
- Firm is very active in the community, including pro bono initiatives and NY State Bar events
- Casual Fridays
- Charitable contributions to various 501© 3 organizations
- Diversity and inclusion initiatives
- Regional presence with multiple offices
- Tenured leadership team, many of whom have been with the firm 10+ years
- Established and relatively large paralegal team that is collaborative and supportive
- Competitive compensation package
Duties:
- Liaise between attorneys and T&E clients, offering excellent client service to high net worth individuals
- Liaise with accountants and other outside sources
- Prepare Accountings
- Prepare Inventories
- Assist attorneys with the preparation of Fiduciary income tax returns
- Assist with Estate and Gift tax return preparation
- Prepare Child Custody / Guardianship forms
- Draft, proofread and edit various legal documents
Qualifications
- Bachelors Degree in any discipline
- Paralegal Certificate a plus
- 2+ years of T&E experience in a law firm
Directly apply or send your resume to lzullo@lucasgroup.com
