Paralegal

TBG | The Bachrach Group; New York (NY); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Cancer care insurance

Paid time off

401(k) retirement plan

Job summary

The Bachrach Group in Staten Island, NY is seeking a paralegal to support attorneys handling Elder Law and Trusts & Estates matters. The ideal candidate will have prior legal experience, including drafting legal documents, strong document production and communication skills, and a positive, upbeat attitude.

Candidates with experience in estate planning, trusts and estates, elder law, probate, or estate administration are strongly preferred.

Qualifications

• Minimum two years of professional office experience.
• Excellent word processing, spelling, grammar, and proofreading skills.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple matters and deadlines.
• Comfortable communicating directly with clients.
• Proficiency with Microsoft Office and legal case-management systems.
• Knowledge of HotDocs preferred.
• Paralegal certificate or relevant degree preferred, but not required with applicable experience.
• Knowledge of estate and probate procedures in New York is a plus.

Responsibilities

• Assist attorneys with estate planning and elder law matters.
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related legal documents.
• Assist with probate and estate administration matters.
• Support trust administration.
• Assist with Medicaid planning and applications.
• Gather and review financial records, asset information, and supporting documentation.
• Prepare court filings, petitions, correspondence, and other legal documents.
• Communicate with clients, beneficiaries, courts, financial institutions, and other parties.
• Coordinate client meetings, document signings, and follow-up items.
• Maintain organized client files and track important deadlines.
• Provide a high level of client service throughout the estate planning and administration process.

Skills

Office experience

Proofreading

Communication

Organization

Deadline management

Client communication

Microsoft Office

HotDocs

Paralegal certificate

Estate/probate procedures knowledge

Education

Paralegal certificate

Related degree

Tools

Microsoft Office

HotDocs

Case management software

Job description

Location: Staten Island, NY (with occasional travel to Rockville Centre, Long Island, as needed)

Salary: Up to $90,000, based on experience

Employment Type: Full-Time

About the Firm

A well-established law firm specializing in Elder Law and Estate Planning is seeking an experienced Paralegal to join its growing team. The firm handles estate planning, elder law, trusts, Medicaid planning, asset protection, probate, and estate administration.

The firm takes pride in providing a client-focused approach and maintaining a friendly, supportive workplace. The team works closely with individuals and families to protect their assets and plan for the future.

About the Role

We are seeking a detail-oriented, organized Paralegal to support attorneys handling Elder Law and Trusts & Estates matters. The ideal candidate will have prior legal experience, including drafting legal documents, strong document production and communication skills, and a positive, upbeat attitude.

Candidates with experience in estate planning, trusts and estates, elder law, probate, or estate administration are strongly preferred.

Responsibilities

• Assist attorneys with estate planning and elder law matters.
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related legal documents.
• Assist with probate and estate administration matters.
• Support trust administration.
• Assist with Medicaid planning and applications.
• Gather and review financial records, asset information, and supporting documentation.
• Prepare court filings, petitions, correspondence, and other legal documents.
• Communicate with clients, beneficiaries, courts, financial institutions, and other parties.
• Coordinate client meetings, document signings, and follow-up items.
• Maintain organized client files and track important deadlines.
• Provide a high level of client service throughout the estate planning and administration process.

Qualifications

• Minimum of two years of professional office experience.
• Excellent word processing, spelling, grammar, and proofreading skills.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple matters and deadlines.
• Comfortable communicating directly with clients.
• Proficiency with Microsoft Office and legal case-management systems.
• Knowledge of HotDocs preferred.
• Paralegal certificate or relevant degree preferred, but not required with applicable experience.
• Knowledge of estate and probate procedures in New York is a plus.

Schedule:

Monday through Thursday, 9 a.m.–5 p.m., and Friday, 9 a.m.–1 p.m.

Salary based on experience. Benefits include:

• Health insurance: The firm pays 75% of employee premiums; employees pay the remaining 25%. Coverage begins immediately, with no waiting period.
• Dental insurance: Available for employees and their families.
• Cancer care insurance: Available for employees and their families.
• Paid time off.
• 401(k) retirement plan with employer match.