Grant Herrmann Schwartz & Klinger, a prestigious boutique law firm located in New York City, is currently seeking a skilled and experienced Trusts and Estates Paralegal to join our dedicated team. With a commitment to excellence and client-focused service, our firm provides comprehensive legal solutions tailored to the unique needs of our clients.

POSITION OVERVIEW:
We are seeking a Trusts and Estates Paralegal with 3-5 years of experience in a similar role to support our thriving trusts and estates practice. The ideal candidate will possess strong drafting skills, impeccable attention to detail, and the ability to handle a diverse range of responsibilities with precision and efficiency. A writing sample will be required as part of the application process to assess the candidate's drafting abilities.

ESTIMATED PAY RANGE:
$38-42/hour

RESPONSIBILITIES:

Collaborate with attorneys, partners and others on the Legal Support Team to assist in the preparation and drafting of legal documents related to trust and estates matters, including wills, trusts, powers of attorney, and advance directives.
Conduct legal research and analysis under the supervision of attorneys, gathering relevant case law, statutes, and regulations to support client matters and ensure compliance with applicable laws.
Assist with estate administration tasks, such as asset inventory, beneficiary identification, and preparation of probate filings and estate tax returns.
Communicate with clients, financial institutions, and other third parties to gather information and documentation necessary for estate planning and administration matters.
Manage and organize case files, correspondence, and other documents, ensuring accuracy, completeness, and confidentiality.
Coordinate meetings, appointments, and court appearances, maintaining calendars and assisting with scheduling as needed.
Provide administrative support to attorneys, including preparing engagement letters, billing statements, and other client communications

REQUIRED AND PREFERRED QUALIFICATIONS:
Minimum Education: Bachelor's degree
Preferred Certification: Paralegal Certification
Minimum Experience, Knowledge, and Skills:

3-5 years of experience working as a trusts and estates paralegal in a law firm or legal department, with a demonstrated understanding of estate planning and administration procedures.
Strong drafting skills with the ability to prepare and review legal documents accurately and efficiently.
Excellent written and verbal communication skills, with the ability to communicate effectively with clients, colleagues, and external parties.
Proficiency in legal research methods and resources, including LexisNexis, Westlaw, and online databases.
Strong analytical and problem-solving abilities, with a keen attention to detail and accuracy.
Exceptional time management and organizational skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

WORKPLACE LOCATION REQUIREMENTS
Requires in-office work at the NYC office daily.

COMPETENCIES:
Ownership Mindset: Is dependable and reliable and brings their best each day and to every task. Takes personal accountability for ensuring work gets done. Proactively addresses issues/open items without needing to be prompted by others; acts quickly to achieve results; sees tasks through to the end. Seeks to assist in areas outside of standard scope of responsibility.
Quality of work & attention to detail: Delivers error-free work that fulfills the requirements of the assignment; assumes they are the last person that will review a document or email prior to sending; takes pride in their deliverables and ensures careless mistakes are not made.
Organization & Productivity: Efficiently uses time; plans and prioritizes work effectively; works in an organized fashion; completes assignments in a timely manner and meets deadlines.
Ethics and Compliance: Follows the standards of Professional and Ethical Conduct at all times and conducts themselves with honesty and integrity in all interactions (both internal and external).
Management of Expectations (both internal colleagues/attorneys and external clients): Makes clients - both internally and externally - the top priority while effectively managing expectations; listens carefully to needs and recommends appropriate services in response; keeps others informed and follows up to ensure satisfaction.
Positivity, Optimism, Adaptability, Flexibility: Maintains a positive outlook; faces challenges with optimism; sees the possibilities in all situations. Contributes constructively by providing helpful, relevant ideas, even if the situation is challenging. Adapts to changing needs, conditions, and work responsibilities; and maintaining composure in stressful situations; open to different and new ways of doing things; willing to modify approach.
Interpersonal Skills: Building constructive working relationships characterized by a high level of cooperation and mutual respect; communicating respectfully and listening to others while making an attempt to understand alternative viewpoints.
Communication Skills: Demonstrates mastery of both written and verbal communications, delivering clear and organized thoughts. Is responsive to internal and external clients, providing timely and accurate responses that take the needs of the recipient into account.
Technology: Excellent computer skills, including Microsoft Office Suite, strong information management skills, and the ability to learn new programs and skills as needed.

The firm offers a competitive salary commensurate with experience, along with great benefits such as 401k, medical, dental, and vision.

Grant Herrmann is an equal employment opportunity employer and considers all applicants without regard to race, color, religion, national origin, ancestry, citizenship, gender, pregnancy, age, physical or mental disability, genetic information, service in the uniformed services, or any other basis protected by federal, s

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Trusts and Estates Paralegal