Davis Polk & Wardwell LLP
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Paralegal, Private Wealth
role at
Davis Polk & Wardwell LLP
Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Clients know they can rely on Davis Polk for their most challenging legal and business matters. Our approximately 1,000 lawyers located in 10 offices in the world’s key financial centers and political capitals collaborate seamlessly to deliver exceptional service, sophisticated advice and creative, practical solutions. Visit davispolk.com.
Position Summary The Paralegal, Private Wealth works with the Private Wealth lawyers in administering client estates, estate planning and trust accounting.
Essential Duties And 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/Position Requirements
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 skillsAbility to manage multiple projects
Strong operational, leadership, organizational, technical, and interpersonal skills
Strong work ethic and flexibility to meet the demands of the position
Education And/or Experience
Bachelor’s degree
Minimum of 3 years’ relevant experience
Compensation The expected base salary for this position ranges from $90,000 - $120,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, anticipated assignment, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. Davis Polk offers a competitive salary and comprehensive benefits package.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Legal
Law Practice
#J-18808-Ljbffr
Paralegal, Private Wealth
role at
Davis Polk & Wardwell LLP
Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Clients know they can rely on Davis Polk for their most challenging legal and business matters. Our approximately 1,000 lawyers located in 10 offices in the world’s key financial centers and political capitals collaborate seamlessly to deliver exceptional service, sophisticated advice and creative, practical solutions. Visit davispolk.com.
Position Summary The Paralegal, Private Wealth works with the Private Wealth lawyers in administering client estates, estate planning and trust accounting.
Essential Duties And 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/Position Requirements
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 skillsAbility to manage multiple projects
Strong operational, leadership, organizational, technical, and interpersonal skills
Strong work ethic and flexibility to meet the demands of the position
Education And/or Experience
Bachelor’s degree
Minimum of 3 years’ relevant experience
Compensation The expected base salary for this position ranges from $90,000 - $120,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, anticipated assignment, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. Davis Polk offers a competitive salary and comprehensive benefits package.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Legal
Law Practice
#J-18808-Ljbffr