Overview
Trusts Estates Administrator Law Firm Jobs in New York, New York, USA at kay search group
Position: Trusts Estates Administrator Global Law Firm
Location: New York
Job Description
Job Description
Position: Trusts & Estates Administrator (Global Law Firm)
Location: New York, NY (Hybrid WFH)
Company: Globally Recognized AM 100 Law Firm
Comp Package: Base salary to $120K, Full Benefits, Bonus, Tuition Reimbursement, 401K+, etc.
Responsibilities for Trusts & Estates Administrator:
Prepare petitions for probate and compile supporting documentation for estate and gift tax returns (Forms 706 and 709)
Assist attorneys and accountants in identifying, valuing, and collecting estate and trust assets
Support trust administration by maintaining records on trust assets, trustee details, and tax statuses
Support T&E matters by managing intra-family loan records and drafting key estate planning documents, including POAs, health care proxies, wills, GRATs, and related agreements
Draft and proof a wide range of estate planning documents and correspondence
Create execution-ready versions of documents, ensuring accuracy in formatting and content
Maintain organized digital and physical files, create indexed binders, and assist with PowerPoint presentations
Qualifications for Trusts & Estates Administrator:
Bachelor’s degree; 4+ years of relevant t&e experience required
Strong organizational and time management skills with high attention to detail
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); experience with Hot Docs and Number Crunchers a plus
Excellent written and verbal communication skills
Ability to handle confidential information with discretion
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Title: Trusts Estates Administrator Law Firm
Company: kay search group
Location: New York, New York, USA
Category: Administrative/Clerical, Law/Legal
