Job Description
Job Description
Our client, a successful estate planning law firm, is seeking a Paralegal to join their team. The ideal candidate will support attorneys and work closely with clients throughout the probate and estate settlement process.
Location: Pittsford, NY
Salary: $75,000 - $95,000 (depending on experience)
Schedule: In-Office M-F
Responsibilities:
- Assisting attorneys in the probate and administration of decedents’ estates, including administration of trusts.
- Preparing documents and filing documents with Surrogate’s Court.
- Meeting with clients both in person and on the phone, and you will be dealing with courts and various financial institutions on our clients’ behalf.
- Assist in all phases of estate administration, including gathering asset information, preparing inventories, and tracking estate expenses.
- Communicate with clients to collect necessary documents, provide case updates, and address routine inquiries.
- Contact banks, brokerage firms, insurance companies, and other financial institutions to obtain account information, request asset valuations, and process transfers.
- Draft correspondence, memoranda, waivers, consents, and other related estate documents.
- Maintain organized case files, calendars, and deadlines to ensure timely filings and compliance with court requirements.
- Coordinate with accountants, appraisers, and other third-party professionals as needed.
- Provide general administrative support to the partner, including document management and scheduling.
Requirements:
- 2+ years of experience as a legal assistant or paralegal in the trust & estates field.
- Excellent written and verbal communication skills; professional client service mindset.
- Ability to manage multiple matters, prioritize tasks, and meet deadlines with minimal supervision.
- Proficiency with legal practice management software and Microsoft Office Suite.
- High attention to detail, accuracy, and organization.