Trusts & Estates Paralegal

TBG | The Bachrach Group; Hauppauge (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation based on experience

Stable, collaborative work environment

Opportunity to work on sophisticated estate planning matters

Job summary

TBG | The Bachrach Group in Hauppauge is looking for an experienced Trusts & Estates Paralegal to support attorneys in sophisticated estate planning matters. This role focuses on drafting estate planning documents and administering complex trusts.

Qualifications include over 3 years of paralegal experience, a strong drafting background, and familiarity with trust administration. We offer a competitive compensation package and a stable, collaborative work environment.

Qualifications

• 3+ years of Trusts & Estates paralegal experience preferred.
• Strong experience drafting estate planning documents, including trusts and related instruments.
• Knowledge of trust administration and estate settlement procedures.

Responsibilities

• Draft trusts, wills, powers of attorney, and healthcare proxies.
• Assist attorneys with complex trust planning and administration matters.
• Prepare and organize documentation for estate settlements.

Skills

Drafting estate planning documents

Trust administration

Legal research

Organizational skills

Communication skills

Microsoft Office proficiency

Job description

A well-established law firm in Hauppauge is seeking an experienced Trusts & Estates Paralegal to join its growing practice. This role will support attorneys in sophisticated estate planning matters with a strong emphasis on drafting estate planning documents and administering complex trusts.

Responsibilities

• Draft trusts, wills, powers of attorney, healthcare proxies, and related estate planning documents
• Assist attorneys with complex trust planning and trust administration matters
• Prepare and organize documentation for estate settlements and probate proceedings
• Maintain client files and ensure accuracy of legal documents
• Communicate with clients, financial institutions, and other professionals as needed
• Conduct legal and factual research related to trusts and estates matters
• Support attorneys throughout the estate planning and administration process

Qualifications

• 3+ years of Trusts & Estates paralegal experience preferred
• Strong experience drafting estate planning documents, including trusts and related instruments
• Knowledge of trust administration and estate settlement procedures
• Ability to manage multiple matters and deadlines simultaneously
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and legal document management systems

What We Offer

• Competitive compensation based on experience
• Stable, collaborative work environment
• Opportunity to work on sophisticated estate planning matters