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Trust and Estates Legal Assistant

Fawkes IDM
New York, NY
  • Posted: over a month ago
  • Full-Time
Job Description

Seeking a full-time Trust and Estates Legal Assistant.


  • Assisting with drafting and assembling estate planning documents.
  • Processing executed documents and preparing correspondence to clients and accountants.
  • Gathering, reviewing, and organizing asset information for eventual probate and estate tax reporting.
  • Preparing and/or coordinating the preparation of probate filings and estate tax return filings both locally and throughout the United States.
  • Preparing probate-related filings and executing electronic probate filings.
  • Preparing and filing various Internal Revenue Service forms.
  • Assisting in compiling documents for and preparing responses to IRS audit requests.
  • Maintaining indexes and organizing case files and workrooms.
  • Indexing and organizing files for off-site storage.
  • Assisting with document collection, review, and production.
  • Filing and obtaining documents at various courts and agencies.
  • Utilizing legal research software.
  • Conducting research using various resources including databases and the internet.
  • Assisting with department projects as needed and performing other work-related duties as assigned.


  • A minimum of a high school diploma, with a paralegal certificate and/or bachelors degree strongly preferred.
  • Excellent academic record.
  • Superior organizational skills with the ability to prioritize and manage a large workload efficiently and effectively.
  • Highly detail-oriented, including the ability to assess and respond to underlying detail issues and implications.

Fawkes IDM


New York, NY



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