T&E Litigation Paralegal

4 weeks ago

New York, United States Goetz Fitzpatrick LLP Full time

Experienced Trusts and Estates Litigation Paralegal


Company Description

Goetz Fitzpatrick LLP is a highly regarded law firm located in New York, N.Y. With over 50 years of experience, our team of attorneys specializes in various practice areas including Construction, Real Estate, Bankruptcy, Litigation, and Trusts & Estates. We pride ourselves in maintaining longstanding client relationships and providing exceptional legal services.


Position Overview

The Goetz Fitzpatrick Trusts and Estates Group provides services to a diverse group of clients in contested litigation matters in the areas of trusts and estates, guardianship, and related commercial litigation matters. The transactional section of the group provides services to clients needing foundational estate planning documents to high-end tax and asset protection planning, as well as fiduciary support and guidance. The successful paralegal to support our clients is organized, efficient, productive, and has a strong work ethic and commitment to accomplishing tasks and advancing the progression of multiple matters.  


Essential Responsibilities


  Litigation Compliance: Demonstrated proficiency with the New York State Courts Electronic Filing (NYSCEF) system and e-filing procedures, ensuring accurate and timely filing of court documents and service to the court. Ensure compliance with service requirements for litigation matters, including implementing service requirements and other deadlines outlined in court orders. 


·  Produce Professional and High-Quality Documents:      : Create initial drafts of litigation documents such as pleadings, motions, discovery requests and responses. Create initial drafts of probate and administration petitions, surrogate’s court pleadings, and estate planning documents (wills, health care proxies, living wills, and powers of attorneys) in Word and accurately input client and attorney revisions.


·  Client Communication: Effectively and proactively communicate with diverse group of clients, beneficiaries, and other individuals, and obtain information required to draft their estate planning documents and move clients through stages of process. Independently follow up with clients and prospective clients to gather necessary information and documents and provide status updates. 


File and Project Management: Oversee a large portfolio of client matters, ensuring efficient and effective management of deadlines, deliverables, and client and attorney expectations. Maintain and update litigation files, ensuring all documentation is accurate and properly stored. Maintaining accurate records of affidavits of service and proof of service and mailing. Implement and maintain organized systems for tracking and monitoring client deadlines, ensuring that attorneys are on track to comply with those deadlines. Proactively take initiative to follow up and ensure timely completion of tasks.  


Performance Expectations

The successful candidate is expected to help manage a large portfolio of challenging client matters while maintaining accuracy and attention to detail. The ideal candidate possesses strong project management skills to ensure that client and attorney expectations are consistently met. A paralegal with strong interpersonal and communication skills, a positive attitude, and a willingness to take initiative will thrive as a successful member of the Trusts and Estates team.  


Skills and Education

A successful candidate with a foundation for and ability to develop these skills will excel in this position:

●      Associate or bachelor’s degree in paralegal studies or related field. Paralegal certificate preferred but not required.

●      Ability to prepare initial drafts of fiduciary accountings and review fiduciary accountings is a plus. 

●      Minimum of five years of experience as a paralegal, with meaningful experience in trusts and estates.

●      Excellent project management skills and the ability to efficiently, accurately, and timely accomplish tasks on multiple matters in client portfolio

●      Ability to conduct basic research on Lexis, Westlaw, and other available resources.

●      A Notary Public license or a willingness to obtain license within three months of hire.


We offer a competitive compensation package, a supportive work environment, and opportunities for professional development. If you are an experience Trusts and Estates paralegal with litigation experience looking for the next challenging and rewarding step in your career, we encourage you to apply.


How to Apply

To apply, please reply to this posting or send an email to ityrell@goetzfitz.com with the subject “Paralegal Litigation” with an attached cover letter and resume.

  

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