Trust & Estates Paralegal

Overview

• Join a reputable law firm specializing in trusts and estates planning and elder law.
• Support attorneys in preparing estate planning documents and managing client cases.
• Contribute to a dynamic team with opportunities for professional growth.
• Engage in a hybrid work arrangement with remote Fridays.
• Work closely with clients to ensure seamless document execution and case management.
• Collaborate with financial institutions and government agencies for estate administration.
• Utilize your expertise to prepare tax returns and Medicaid applications.
• Contribute to a mission-driven organization committed to excellence in legal services.

Key Responsibilities & Duties

• Draft estate planning documents such as wills, trusts, and powers of attorney.
• Assist clients with signing estate planning documents and provide guidance.
• Prepare probate and administration petitions for estates in New York and New Jersey.
• Manage estate administration tasks, including asset retitling and court communications.
• Prepare deeds and associated documents for recording with County Clerk.
• Organize documents for estate and inheritance tax returns and Medicaid applications.
• Track financial transactions and analyze bank statements for estate management.
• Coordinate document collection and manage government benefits application processes.

Job Requirements

• Bachelor's Degree required; Paralegal Certificate from an ABA-accredited program preferred.
• Minimum of 2 years of relevant experience; 3 years preferred.
• Demonstrated mastery of practice area skills and professional knowledge.
• Ability to work independently and proactively resolve issues.
• Experience in project management or training is advantageous.
• Strong organizational skills and attention to detail for document management.
• Proficiency in handling routine matters with discretion and initiative.
• Knowledge of estate planning, tax preparation, and Medicaid application processes.