Trust & Estates Associate/Trust & Estates Paralegal

Schwartz, Fang & Keating, P.C.
Published
May 3, 2022
Location
100% Virtual, United States of America
Category
Legal  
Job Type

Description

Schwartz, Fang & Keating, P.C., specializing in estate planning, probate and estate tax is committed to provide quality counsel and personalized service.  Candidates will work 100% virtually. A self-starter with a strong work ethic, organizational skills and client follow-through are essential for these positions.

Trusts & Estates Associate
Schwartz, Fang & Keating is seeking a Trusts & Estates Associate with at least 8 years of experience in trusts & estates to work 100% virtually.  Candidates can draft all estate planning documents, prepare estate tax projections, review judicial accountings, review Estate/Gift tax returns, review deeds and transfer documents, and review all Probate and Administration documents for filing in Surrogate’s Court. The candidate would be proficient in Microsoft Word, Excel, and Teams, and Research on databases such as Lexis.  A competitive compensation and benefits package will be offered to the successful candidate.

Trusts & Estate Paralegal
Schwartz, Fang & Keating is seeking a Trusts & Estates Paralegal with at least 8 years of experience as a paralegal to work 100% virtually.  Candidates can draft all necessary documents related to probate and administration matters in the Surrogate’s Court, draft Estate/Gift tax returns, draft formal judicial and voluntary accountings in Surrogate’s Court, draft deeds and transfer paperwork, draft receipt and releases for estate administration, and monitor and ensure compliance with court rules and state and federal regulations. The candidate has experience e-filing on NYSCEF, and is proficient in Word, Excel, Outlook, along with Microsoft Teams.  A competitive compensation and benefits package will be offered to the successful candidate.

Please direct all cover letters and resumes to: skeating@sfkesq.com