Trust and Estates Paralegal

Syracuse (hybrid), NY

Posted: 05/16/2024 Industry: Legal Job Number: 26787795

Job Description


Join a large, full-service law firm based out of the Western New York area with offices spanning the United States.

You’ll be working with a highly experienced team in the Trust and Estates arena serving clients with unique needs and creating customized plans including designing wills, trusts, beneficiary designations, business succession, and other documents needed to transfer and protect assets. 

What You’ll Be Doing:

  • Assist with all phases of trust and estate administration
  • E-filing of documents in various counties
  • Prepare moderate to complex tax returns of individuals, estates, trusts corporations and partnerships, and federal gift tax returns
  • Marshalling and transfer of assets
  • Preparation of estate/trust accountings
  • Maintain billable hours established by the firm


What You’ll Need for Success:

  • At least 2 years of trust and estate experience including trust & estate probate with a law firm or in-house legal department.
  • Minimum of 2 years of college, paralegal certificate, or equivalent work experience preferred.
  • Excellent writing and verbal communication skills.
  • Ability to commute to the Syracuse office 3-4 days per week, once fully trained.


 

The base salary range for this role is $65, 000 to $85, 000 annually. This base salary range represents the low and high end of the base salary range for this position. The actual base salary offered will vary based on various factors including but not limited to location, level, job-related knowledge, skills, experience, and performance.

Meet Your Recruiter

Peggy Koch
Vice President, National Recruiter

Peggy joined our staff in 2020 bringing 15 years of recruiting experience, and 20+ years of solid experience to the DCM team!  In addition to her degree in Marketing from SUNY Alfred State, she has a demonstrated history in successful placements in the areas of Marketing, Legal, Human Resources, Medical, Accounting/Finance and Engineering.  Peggy prides herself on working tirelessly to help clients and candidates alike find a great fit for their businesses and careers.  Taking her passion for recruitment outside of the workplace, Peggy has used her volunteer time to speak at local colleges to help student-candidates early on in their careers with critical skills for future success such as guidance on creating a solid resume, conducting a successful job search, and the all-important interview preparation.

 When not working hard recruiting, Peggy enjoys traveling and exploring new places, gardening, and baking.

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