Job Description

Position: Trust & Estates Legal Assistant (National Law Firm)

Location: Garden City, NY

Comp Package: Base to $90K, Paid Overtime, Bonus; Full Benefits; 401K, etc.

Responsibilities for Trust & Estates Legal Assistant:

• Provide high-level administrative support to attorneys, including calendar management, meeting coordination, and timekeeping
• Coordinate and process attorney expense reports, travel arrangements, and internal workflow tasks
• Prepare, file, and serve court documents for probate and estate proceedings, including fiduciary appointments and resignations, disclaimers, inventories, and claims against estates
• Assist in the preparation and submission of Federal and New York State estate tax returns
• Draft, revise, and proofread estate planning documents such as wills, trusts, powers of attorney, and healthcare directives (optional)
• Answer attorney phone lines, manage messages, and maintain professional communication with clients and third parties
• Prepare beneficiary designation forms and support asset transfers for trust and estate accounts

Requirements for Trust & Estates Legal Assistant:

• 5+ years of Trusts & Estates experience in a law firm environment
• Strong ability to manage multiple tasks, prioritize deadlines, and collaborate effectively within a team
• Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Excel
• Excellent organizational skills and attention to detail
• Strong interpersonal and client service skills with a professional demeanor
• Working knowledge of Medicaid applications is a plus

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