Senior Trusts & Estates Paralegal: Complex Trust Drafting

EmergencyMD; Hauppauge (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

EmergencyMD is seeking an experienced Trusts & Estates Paralegal to join their growing firm in Hauppauge, NY. The ideal candidate should have extensive experience in estate planning and trust administration, with a strong focus on drafting sophisticated trust documents.

This role involves drafting complex trust agreements, preparing estate planning documents, assisting attorneys with strategies, and maintaining organized client files. Strong candidates will have a minimum of 5 years experience in the field and exceptional attention to detail.

Qualifications

• Minimum 5 years of Trusts & Estates paralegal experience.
• Strong background in drafting complex trust and estate planning documents.
• Knowledge of estate planning and trust administration.

Responsibilities

• Draft revocable, irrevocable, and other complex trust agreements.
• Prepare wills, powers of attorney, health care proxies, and related estate planning documents.
• Assist attorneys with advanced estate planning strategies.
• Prepare trust funding documents, deeds, assignments, and beneficiary designations.
• Coordinate document execution and maintain organized client files.
• Demonstrate empathetic communication.
• Assist with trust and estate administration as needed.

Skills

Drafting complex trust documents

Estate planning knowledge

Attention to detail

Job description

EmergencyMD is seeking an experienced Trusts & Estates Paralegal to join their growing firm in Hauppauge, NY. The ideal candidate should have extensive experience in estate planning and trust administration, with a strong focus on drafting sophisticated trust documents.

This role involves drafting complex trust agreements, preparing estate planning documents, assisting attorneys with strategies, and maintaining organized client files. Strong candidates will have a minimum of 5 years experience in the field and exceptional attention to detail.