Estate Planning Paralegal

3 weeks ago


Uniondale, United States Project Recruit Full time

Project Recruit has partnered with a top-rated regional multidisciplinary law firm seeking to add a general liability attorney to its growing practice group. The firm offers a challenging and collegial work environment and strong leadership. In addition, there is an emphasis on professional development and mentorship across all practice groups. The firm is very community-oriented, whereby pro bono service and corporate social responsibility are part of its core.


RESPONSIBILITIES:

  • Assist attorneys with the preparation and drafting of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Coordinate and manage the execution of estate planning documents with clients.
  • Organize, review, and analyze financial and legal documents for estate planning and administration purposes.
  • Track deadlines and manage the administration process from start to finish.


QUALIFICATIONS:

  • Minimum of 2-10 years of experience as a paralegal in estate planning and administration.
  • Bachelor’s Degree or Equivalent work experience
  • Proficiency in legal software and tools, including document management and estate planning software.



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