Top 10 Paralegal trusts and estates Jobs in Albany Ny

Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Local Paralegal with 1-3 years of Experience Wanted
Tabner, Ryan & Keniry, LLP —Albany, NY
- $56,000 - $61,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Paralegal - Trusts & Estates
Whiteman Osterman & Hanna —Albany, NY
- $28.85 - $43.27 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Organizational skills
- Profit sharing
- Health insurance
Paralegal - Trusts and Estates
Harris Beach Murtha —Albany, NY
- $32.26 - $43.59 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Probate Attorney (Part-Time)
Four Corners Legacy Law —Chatham, NY
- $65 - $85 an hour
- Part-time
- Hybrid work
- CRM software
- Microsoft Outlook
- Management
Quick Apply
Paralegal - Immigration
Harris Beach Murtha —Albany, NY
- $31.25 - $45.67 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Microsoft Office
Estate Planning Attorney
Four Corners Legacy Law —Chatham, NY
- $80,000 - $120,000 a year
- Full-time
- Microsoft Outlook
- Management
- Public speaking
Quick Apply
Trust and Estates Attorney
DeAngelus Group, PLLC —Schenectady, NY
- $60,500 - $200,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- 401(k)
Quick Apply

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Real Estate Services Title Agent Senior
HDR —Columbus, OH
Where required hold a Certification license in the States where work is performed. Registrations, licensing, and prequalification required by Ohio state or ODOT…
$81,060 - $133,170 a year

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paralegal trusts and estates jobs near albany ny

Estate Planning Paralegal

Pierro, Connor & Strauss, LLC -
Latham, NY

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Bachelor's degree
Attention to detail
Legal drafting
Client services
Law office experience

Full Job Description

Job Summary
We are seeking an experienced estate planning paralegal or financial services administrator to manage complex, high‑net‑worth client matters with a strong emphasis on project management, asset organization, and financial coordination. This role is ideal for someone with a background in financial services, asset management, wealth management, or private banking, who understands the intricacies of high‑value portfolios and family office dynamics.

While traditional legal drafting is not the core focus, familiarity with estate planning documents is expected. The role requires exceptional organizational skills, client service, and the ability to coordinate multiple workstreams across legal, financial, and tax advisors.

Key Responsibilities

Manage all aspects of high‑net‑worth estate planning files, acting as the primary point person to ensure seamless execution from inception to completion of the client’s estate plan.
Coordinate asset information, including collecting, organizing, and maintaining detailed records of investment accounts, business interests, real estate holdings, insurance, and other complex assets.
Serve as a liaison among attorneys, financial advisors, accountants, trustees, and clients to ensure accurate communication and follow‑through.
Track project timelines, deliverables, and outstanding tasks; proactively identify next steps and potential issues.
Assist in the preparation and organization of schedules of assets, trust funding tasks, beneficiary designations, and related estate planning action items.
Prepare documentation related to trust funding and asset transfers; communicate with financial institutions to execute instructions.
Maintain and update client estate plans, including coordinating revisions and ensuring consistent version control.
Support attorneys in complex planning matters including charitable structures, and multi‑generational planning.
Bonus: Prepare or assist with the preparation of gift tax returns (Form 709) and/or estate tax returns (Form 706).
Manage internal systems, file workflows, and databases to ensure compliance and accuracy.

Qualifications

Bachelor’s degree required; paralegal certificate preferred.
3+ years of experience in estate planning, financial services, wealth management, asset management, or a related field working with high‑net‑worth clients.
Strong understanding of financial accounts, asset titling, and wealth management concepts.
Exceptional project management skills; ability to juggle multiple complex matters simultaneously with precision.
Highly organized, meticulous, and detail‑oriented.
Strong communication skills and ability to interface professionally with sophisticated clients and advisors.
Proficiency with Microsoft Office; experience with estate planning or wealth management software a plus.
Ability to maintain strict confidentiality in handling sensitive financial and personal information.

Preferred Skills (Not Required)

Experience preparing Form 709 Gift Tax Returns.
Experience supporting Form 706 Estate Tax Returns.
Experience working in a law firm, private bank, RIA, or family office environment.
Familiarity with advanced estate planning strategies and structures.

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Paralegal: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

paralegal trusts and estates jobs in albany ny

Estate Planning Paralegal

Local Paralegal with 1-3 years of Experience Wanted

Paralegal - Trusts & Estates

Paralegal - Trusts and Estates

Probate Attorney (Part-Time)

Paralegal - Immigration

Estate Planning Attorney

Trust and Estates Attorney

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