Experienced Probate Paralegal

Safe Harbor Wills and Trusts; Westview Manor (NY); On-site; USD 50,000 - 55,000; Full time

Job summary

Safe Harbor Wills and Trusts seeks an experienced Probate Paralegal to support our growing probate practice in Camillus, NY. The role is initially contract-based with potential to become full-time for the right candidate.

The successful applicant will handle active files, assess status, gather documents, and move matters toward completion with limited attorney supervision. Candidates should have hands-on probate and estate administration experience, excellent organization, and the ability to

Qualifications

• Must have hands-on probate and estate administration experience.
• Able to work independently with limited attorney supervision.
• 3 years of experience in legal services under an attorney or lawyer in a law firm setting.

Responsibilities

• Review existing probate and estate administration files and determine status.
• Identify missing documents, filings, signatures, and next steps.
• Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts and releases.
• Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions.
• Assist with asset collection, transfers, distributions, inventories, and accountings.
• Move stalled or aging files toward completion.
• Maintain clear file notes and task lists.
• Identify issues requiring attorney involvement.

Skills

Probate experience

Estate administration

Time management

Organizational skills

Client communication

Education

Paralegal certification

Advanced paralegal education

Job description

Experienced Probate Paralegal

Safe Harbor Wills and Trusts Camillus, New York, United States

About this position

Safe Harbor Wills & Trusts is seeking an experienced Probate & Estate Administration Paralegal to help support our growing probate practice. Currently, this is set as a contract position, but could develop into a full-time position for the right candidate.

We are looking for someone who can step into existing active files, quickly determine where each matter stands, identify what needs to happen next, and move the file toward completion with limited attorney supervision.

This is not an entry-level position. Candidates must have hands-on probate and estate administration experience and be comfortable working independently.

Compensation: $50,000 - $55,000 -yearly.

Responsibilities

• Review existing probate and estate administration files and determine status
• Identify missing documents, filings, signatures, and next steps
• Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts and releases
• Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions
• Assist with asset collection, transfers, distributions, inventories, and accountings
• Move stalled or aging files toward completion
• Maintain clear file notes and task lists
• Identify issues requiring attorney involvement

Qualifications

• Must have great time-management skills, and organizational skills
• Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
• 3 years of experience in legal services under an attorney or lawyer in a law firm setting
• Strong oral and written communication skills
• Significant probate and estate administration experience
• Ability to take over existing matters with minimal supervision
• Strong organizational and follow-up skills
• Ability to manage multiple active files
• Excellent written and client communication skills
• New York Surrogate's Court experience strongly preferred

The right candidate should be able to open a file and quickly answer:

Where are we? What is missing? What needs to happen next?

About Company

We are a growing estate planning and elder law firm helping families throughout Central and Northern New York.

Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for.

If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.

Salary Information