Trusts & Estates Paralegal

Feldman, Kramer & Monaco, P.C.; 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

Feldman,Kramer & Monaco is seeking an experienced Trusts & Estates Paralegal to join our growing firm.

The ideal candidate will have extensive experience in estate planning and trust administration, with a very strong emphasis on drafting sophisticated and complex trust documents.

Responsibilities:

• Draft revocable, irreveocable, 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.

Quaifications:

• Minimum 5 years of Trusts & Estates paralegal experience.
• Strong background in drafting complex trust and estate planning documents.
• Knowledge of estate planning, trust administration.
• Exceptional attention to detail.
• Able to manage multiple priorities in a fast-paced environment.