Document Drafting Paralegal

The Law Offices of Juliet Cohen, P.C.; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

The Law Offices of Juliet Cohen, P.C. is a distinguished estate planning and elder law firm in Forest Hills, Queens, NY, known for personalized, client-centered service. We seek a full-time Document Drafting Paralegal to assist attorneys in drafting trusts, wills, powers of attorney, and related documents.

This on-site role requires sharp attention to detail, confidentiality, and strong organization, with collaboration across a busy legal team to ensure accuracy before client signings.

Qualifications

• Previous experience as a paralegal or legal assistant in Trusts & Estates or Estate Planning.
• Strong drafting and proofreading skills with attention to detail.
• Familiarity with estate planning terminology, structures, and document formats.
• Excellent organizational and time-management skills; able to manage multiple files and deadlines.
• Proficiency in Microsoft Office; experience with legal practice management software (Clio, WealthCounsel, ElderCounsel, or similar platforms) is a plus.

Responsibilities

• Draft estate planning documents, including trusts, wills, powers of attorney, health care proxies, deeds, and related documents.
• Review drafts for accuracy and consistency with attorney instructions and client goals.
• Revise documents based on attorney feedback and client changes.
• Organize, manage, and maintain client files and drafted documents in the firm’s document management and case management systems.
• Coordinate with attorneys to ensure documents are prepared in advance of client signing appointments.
• Prepare execution packets and assist with document signing procedures.
• Maintain confidentiality and compliance with firm policies and legal standards.
• Identify drafting inefficiencies or recurring issues and suggest process improvements where appropriate.

Skills

Document drafting

Proofreading

Estate planning terminology

Time management

Collaboration

Microsoft Office

Tools

Clio

WealthCounsel

ElderCounsel

Job description

The Law Offices of Juliet Cohen, P.C. is a distinguished Estate Planning & Elder Law firm known for its personalized, high-quality legal services and client-centered approach. Led by Attorney Juliet Cohen, Esq., a member of the American Academy of Estate Planning Attorneys, our firm concentrates on Estate Planning, Elder Law, Medicaid Planning, Special Needs Planning, Guardianship, Probate and Administration, Asset Protection, Tax Planning, Real Estate Law, and Business Planning.

Located in Forest Hills, Queens, NY, we serve a diverse clientele ranging from high-net-worth families to middle-income individuals, helping them protect their assets, preserve family wealth, and plan confidently for the future through carefully tailored legal solutions.

Role Description

This is a full-time, on-site position for a Document Drafting Paralegal specializing in Trusts & Estates. The Document Drafting Paralegal plays a critical role in the preparation and execution of estate planning documents, working closely with attorneys to ensure accuracy, compliance, and efficiency throughout the drafting process.

The ideal candidate is detail-oriented, highly organized, and comfortable working in a structured legal environment that demands precision, confidentiality, and consistency. This role is essential to delivering high-caliber legal work and maintaining the firm’s reputation for excellence.

Key Responsibilities

• Draft estate planning documents, including but not limited to revocable and irrevocable trusts, wills, powers of attorney, health care proxies, deeds, and ancillary estate planning documents.
• Review drafts for accuracy, completeness, and consistency with attorney instructions and client goals.
• Revise documents based on attorney feedback and client-specific changes.
• Organize, manage, and maintain client files and drafted documents within the firm’s document management and case management systems.
• Coordinate with attorneys to ensure documents are prepared in advance of client signing appointments.
• Prepare execution packets and assist with document signing procedures and formalities.
• Maintain strict confidentiality and compliance with firm policies and legal standards.
• Identify drafting inefficiencies or recurring issues and suggest process improvements where appropriate.

Qualifications

• Previous experience as a paralegal or legal assistant in a Trusts & Estates or Estate Planning law firm
• Strong document drafting and proofreading skills with exceptional attention to detail.
• Familiarity with estate planning terminology, structures, and document formats.
• Excellent organizational and time-management skills with the ability to manage multiple files and deadlines.
• Professional, dependable, and able to work collaboratively with attorneys and staff.
• Proficiency in Microsoft Office Suite; experience with legal practice management software (e.g., Clio, WealthCounsel, ElderCounsel, or similar platforms) is a plus.