Estate Planning 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 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.