Estate Planning Specialist

5 days ago


Melville, New York, United States Jobot Full time

**Job Overview**

We are a law firm based in Long Island, specializing in elder law, estate administration, and specialized healthcare needs. Our team is dedicated to providing exceptional support to our clients, and we are seeking a skilled Paralegal - Estate Planning to join our esteemed legal team.

Estimated Salary: $72,000 - $108,000 per year

As a Paralegal - Estate Planning, you will be responsible for assisting attorneys with estate planning, trust administration, and medicaid planning. This role requires strong organizational skills, attention to detail, and excellent written and verbal communication skills.

Key Responsibilities:

  • Assisting attorneys with estate planning, trust administration, and medicaid planning
  • Drafting, reviewing, and amending legal documents including wills, trusts, powers of attorney, and health care directives
  • Conducting legal research and preparing legal memoranda on various estate planning and medicaid issues
  • Coordinating with clients to gather necessary information and documentation related to their estate planning needs
  • Managing and organizing client files, ensuring all relevant information is easily accessible and up-to-date
  • Liaising with court officials, other attorneys, and clients to schedule and coordinate meetings, hearings, and other appointments
  • Providing general administrative support to attorneys, including scheduling, billing, and correspondence

Qualifications:

  • A minimum of 5 years of paralegal experience, preferably in estate planning and medicaid
  • A paralegal certificate from an ABA-approved program or equivalent legal qualifications
  • Proficiency in legal research tools and software
  • Excellent written and verbal communication skills
  • Strong organizational skills with an ability to manage multiple tasks and deadlines
  • A keen eye for detail and a high level of accuracy in work output
  • Knowledge of estate planning and medicaid laws and regulations
  • Demonstrated ability to maintain client confidentiality and handle sensitive information with discretion
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)

About Us:

We offer a competitive salary, full benefits, 401k, and growth opportunities. If you are passionate about estate planning and eager to make a significant impact in the lives of our clients, we encourage you to apply.



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