Estate & Trusts Legal Assistant

Woods-Oviatt-Gilman-LLP; Buffalo (NY); Vor Ort; USD 28.000 - 41.000; Vollzeit

Zusammenfassung

Woods Oviatt Gilman LLP is seeking a highly organized Legal Assistant to join the Trusts & Estate Department in Buffalo, NY. This full-time role supports attorneys with document preparation, filing, and client coordination.

The ideal candidate will manage wills, trusts, e-filing, calendar reviews, and secure document handling while maintaining professional client service and confidentiality. Monday–Friday, 8am–5pm, nonexempt position.

Qualifikationen

• 1–3 years of prior law firm administrative assistant experience preferred.
• Experience with document security and confidential information.
• Notary license preferred or willingness to obtain one.

Aufgaben

• Prepare and maintain documents (Wills, Power of Attorney, Living Wills, Health Care Proxies, Trust Agreements).
• Provide attorney support by reviewing calendars and preparing documents for client meetings.
• Manage E-Filing for Attorneys and Paralegals, especially with Surrogate's Court.
• Coordinate appointments, meetings, teleconferences, and travel.
• Maintain trust files, annual accountings, tax documents, and returns with trustees and GAL.

Kenntnisse

Document management

Notary license

Kofax

MS Office

Ausbildung

Paralegal/administrative experience

Tools

NetDocuments

Microsoft Teams

Microsoft Office 365

Jobbeschreibung

Woods Oviatt Gilman LLP is seeking a highly organized Legal Assistant to join the Trusts & Estate Department in Buffalo, NY. This full-time role supports attorneys with document preparation, filing, and client coordination.

The ideal candidate will manage wills, trusts, e-filing, calendar reviews, and secure document handling while maintaining professional client service and confidentiality. Monday–Friday, 8am–5pm, nonexempt position.