Paralegal - Estates & Personal

International Executive Service Corps; New York, Northern (NY, KY); Hybrid; USD 55,000 - 67,000; Full time

Job summary

International Executive Service Corps is seeking Estates and Personal Paralegals to work directly with the Firm’s partners, lawyers, and clients on trust and estate matters.

The role involves creating flow charts, reviewing trust documents, and drafting summaries, with a strong emphasis on organization, communication, and initiative, including support for filings and special projects.

Qualifications

• Bachelor's degree required.
• Prior legal experience is beneficial but not required.
• Knowledge of legal/paralegal environments.
• Strong written and verbal communication skills.
• Ability to work under pressure and manage multiple tasks.

Responsibilities

• Create flow charts and family trees to show relationships between family investments.
• Review and analyze trust documents.
• Draft explanatory charts and written summaries regarding trust provisions.
• Prepare presentations for use in settlement discussions.
• Create Excel spreadsheets for use as exhibits.
• Research, review and organize client files and materials.
• Fact-check various trust documents and agreements.
• Assist with court filings and will executions.
• Assist with special projects supporting the Firm’s practice development, knowledge management and business development initiatives.
• Maintain firm and client information in line with security policies.

Skills

Legal environment knowledge

Verbal and written communication

Organizational skills

Interpersonal skills

Work under pressure

Initiative & self-motivation

Education

Bachelor's degree

Job description

Estates and Personal Paralegals have the opportunity to work directly with the Firm’s partners, lawyers, and clients.

Essential Duties and Responsibilities

include the following. Other duties may be assigned.

• Create flow charts and family trees to show relationships between family investments
• Review and analyze trust documents
• Draft explanatory charts and written summaries regarding trust provisions
• Prepare presentations for use in settlement discussions
• Create Excel spreadsheets for use as exhibits
• Research, review and organize client files and materials
• Fact-check various trust documents and agreements
• Assist with court filings and will executions

• Assist with special projects supporting the Firm’s practice development, knowledge management and business development initiatives

In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.

Qualifications

• Knowledge of legal/paralegal environments
• Strong verbal and written communication skills
• Good organizational skills; detail-oriented
• Good interpersonal skills
• Able to work under pressure
• High degree of initiative and self-motivation

Educationand/or Experience

• Bachelor's degree required.
• Prior legal experience is beneficial but not required

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The base salary range offered for this role will be $61,000. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm.

The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits. For a more comprehensive list of employee benefits, please visit www.sullcrom.com/employee-benefits .