Senior Probate & Estate Administration 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

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