Considine Search
New York, NY
Summary The Legal Assistant, Trust & Estates works with the Trust & Estates lawyers in administering client estates, estate planning and trust accounting.
Responsibilities
Administer Estates, including identifying, valuing, collecting and distributing Decedent’s assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
Prepare documents for probate and other Surrogate’s Court filings
Prepare estate and gift tax projections and calculate available generation‑skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations
Prepare spreadsheets reflecting alternative estate planning options
Compile voluminous exhibits for tax filings and legal proceedings
Prepare clients’ billing statements on a monthly basis
Prepare incapacity documents
Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
Meet with clients and assist with execution of documents
Qualifications
Bachelor’s degree
Minimum of 3 years’ relevant experience
Substantial experience administering trusts and estates for ultra‑high net worth individuals
Strong interpersonal skills, including the ability to work effectively with all levels of staff
Knowledge of Word and Excel computer programs
Experience managing and mentoring staff
Excellent written and verbal communication skills
Excellent organizational and research skills
Ability to manage multiple projects
Strong operational, leadership, organizational, technical, and interpersonal skills
Strong work ethic and flexibility to meet the demands of the position
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Compensation $90,000.00-$120,000.00, plus overtime and bonus
#LI-Hybrid
Date Active 12/16/2026
Exempt/Not Exempt Non-Exempt
#J-18808-Ljbffr
Summary The Legal Assistant, Trust & Estates works with the Trust & Estates lawyers in administering client estates, estate planning and trust accounting.
Responsibilities
Administer Estates, including identifying, valuing, collecting and distributing Decedent’s assets; preparation of estate tax returns and fiduciary income tax returns; maintaining accountings for estates and revocable trusts and preparing final accountings with receipts and releases; communicating with clients directly as well as with their banking representatives, investment advisors and accountants
Prepare documents for probate and other Surrogate’s Court filings
Prepare estate and gift tax projections and calculate available generation‑skipping transfer tax exemption and CLAT, GRAT and QPRT illustrations
Prepare spreadsheets reflecting alternative estate planning options
Compile voluminous exhibits for tax filings and legal proceedings
Prepare clients’ billing statements on a monthly basis
Prepare incapacity documents
Maintain Trust & Estates department client documents database and locked filing cabinets containing original documents, including Wills of clients
Meet with clients and assist with execution of documents
Qualifications
Bachelor’s degree
Minimum of 3 years’ relevant experience
Substantial experience administering trusts and estates for ultra‑high net worth individuals
Strong interpersonal skills, including the ability to work effectively with all levels of staff
Knowledge of Word and Excel computer programs
Experience managing and mentoring staff
Excellent written and verbal communication skills
Excellent organizational and research skills
Ability to manage multiple projects
Strong operational, leadership, organizational, technical, and interpersonal skills
Strong work ethic and flexibility to meet the demands of the position
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.
Compensation $90,000.00-$120,000.00, plus overtime and bonus
#LI-Hybrid
Date Active 12/16/2026
Exempt/Not Exempt Non-Exempt
#J-18808-Ljbffr