Estate & Probate Paralegal for Elder Law Team

On Call Counsel; Hauppauge (NY); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) plan

Disability coverage

Job summary

On Call Counsel is seeking a Probate & Estate Administration Paralegal to support an expanding elder law department in Hauppauge, NY. The role centers on preparing Surrogate's Court petitions and related documents for probate or estate administration, with substantial client contact throughout the process.

Ideal candidates will have 2-3 years probate experience, a paralegal certificate, and strong communication.

Qualifications

• 2-3 years of probate and estate administration experience.
• Paralegal certificate required.
• Strong knowledge of probate and estate administration procedures.
• Excellent written and verbal communication skills.
• Strong client-service orientation and ability to communicate professionally with clients.
• Superior computer skills, including proficiency with Microsoft Office and HotDocs.
• Knowledge of Time Matters is a plus.
• Exceptional attention to detail and organizational skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple matters, priorities, and deadlines effectively.
• Self-motivated and capable of working independently.
• Ability to function effectively as part of a team in a fast-paced environment.
• Professionalism, discretion, and commitment to maintaining client confidentiality.

Responsibilities

• Prepare Surrogate's Court petitions and related documents for the probate and administration of estates.
• Assist attorneys with all aspects of estate administration matters.
• Maintain significant client contact and provide excellent client service throughout the legal process.
• Communicate with clients to gather information, documentation, and other materials necessary for estate administration.
• Assist attorneys with estate planning and elder law matters as needed.
• Prepare wills, trusts, powers of attorney, healthcare proxies, and other estate planning documents.
• Prepare additional Surrogate's Court petitions and related filings.
• Assist with guardianship applications and related documentation.
• Organize and maintain accurate client and matter files.
• Track deadlines and ensure documents and filings are completed accurately and timely.
• Work closely with attorneys and other paralegals in a collaborative, fast-paced environment.
• Perform legal and administrative tasks necessary to support the department and provide high-quality client service.

Skills

Strong communication

Client-service orientation

Organizational skills

Attention to detail

Time management

Education

Paralegal certificate

Tools

Microsoft Office

HotDocs

Time Matters

Job description

On Call Counsel is seeking a Probate & Estate Administration Paralegal to support an expanding elder law department in Hauppauge, NY. The role centers on preparing Surrogate's Court petitions and related documents for probate or estate administration, with substantial client contact throughout the process.

Ideal candidates will have 2-3 years probate experience, a paralegal certificate, and strong communication.