Assists the Trusts & Estates (T&E) attorneys and Fiduciary Accountants in the administration of estates and trusts, and works on personal client estate planning matters and charitable foundation matters under attorney supervision.

• Prepares petition and related papers to probate clients’ wills;
• Compiles exhibits to Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and Form 709, the United States Gift Tax Return, among other tax forms;
• Assists attorneys and Fiduciary Accountants with identification, valuation and collection of estate assets;
• Assists with administration of trusts by keeping track of trust information, including trust assets, current trustees, grantor trust status, GST-exempt status, etc.;
• Assists with Grantor Retained Annuity Trusts (GRATs) by compiling support for value of contributed/distributed assets for funding and annuity payments; creating annuity payment schedule; tracking in calendar; and sending annuity payment reminders;
• Assists with administration of intra-family loans and tracks annual interest payment due dates, as well as maintains documentation calculating accrued interest and repayments of interest and principal;
• Creates first drafts of various T&E practice documents including but not limited to: cover letters, powers of attorney, health care proxies, living wills, unanimous written consents, bills, summaries of wills and trust agreements, trustee appointment/resignation/removal instruments, crummey notices, promissory notes, GRAT agreements, various ancillary GRAT documents, and debt forgiveness letters;
• Creates execution versions of various documents for signature including proofing for spelling errors, formatting, pagination, correct numbering of sections, cross-references, etc.;
• Maintains T&E files including digital document folders and the inventory of documents in storage;
• Creates and indexes binders;
• Assists with creation/editing of PowerPoint presentations;
• Administers and coordinates regular updates to T&E department form documents; and
• Performs other duties as requested.

• Bachelor’s degree preferred;
• Three to five years of applicable experience at minimum;
• Superior organizational skills;
• Excellent attention to detail;
• Proficiency in Microsoft Word, Excel and PowerPoint, as well as Hot Docs and Number Crunchers;
• Strong verbal and writing skills;
• Ability to deal discreetly with confidential information;
• Ability to respond promptly to multiple requests from attorneys and Fiduciary Accountants on various matters; and
• Ability to work additional hours, as needed.

This position is located in our New York office, and currently has a hybrid work schedule, but that is subject to change. The estimated salary range for this position is $90,000 to $120,000. The actual salary offered will be based on a wide range of factors, including relevant skills, training, experience, education, and where applicable, licensure or certification obtained. Market and Firm factors are also considered. In addition to base salary and discretionary bonus(es), we offer a generous employee benefits package including, but not limited to, paid time off, medical, dental, vision care, 401(k) and substantial health club discounts.