Estate Planning Specialist

3 weeks ago


Latham, New York, United States Pierro, Connor & Strauss, LLC Full time
Job Summary

Pierro, Connor & Strauss, LLC is seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will assist attorneys in preparing estate planning documents and client interaction.

We are looking for a skilled professional with expertise in drafting estate planning documents and excellent communication skills. As an Estate Planning Specialist, you will work closely with attorneys to prepare personalized estate plans, manage client communication, and ensure accuracy and clarity in all drafts.

This role requires strong organizational skills, the ability to manage multiple tasks, and prioritize effectively to meet deadlines. You will also be responsible for maintaining client confidentiality and ensuring that all executed documents are properly signed, notarized, and filed in accordance with state law.

About the Position
  • Prepare and draft estate planning documents, including Wills, trusts, powers of attorney, living wills, and healthcare directives under the guidance of an attorney.
  • Customize documents based on individual client situations, ensuring accuracy and clarity in all drafts.
  • Assist attorneys in conducting initial client intake interviews to gather relevant personal, financial, and family information required for document drafting.
  • Coordinate communication with clients, answering inquiries and ensuring all necessary documents and information are collected in a timely manner.

The successful candidate will have at least 3 years of experience drafting estate planning documents or in a similar paralegal role with a focus on wills, trusts, and related legal documents. A certification as a paralegal from an accredited program is preferred. We offer a competitive salary range of $60,000 - $80,000 yearly and opportunities for professional growth and development.



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