Estate Planning Specialist

7 days ago

Albany, New York, United States Pierro, Connor & Strauss, LLC Full time

Pierro, Connor & Strauss, LLC seeks a skilled Estate Planning Paralegal to join our team.

About the Role

This is a highly sought-after position for an individual with a strong focus on drafting estate planning documents and client interaction. As an Estate Planning Paralegal, you will assist attorneys in preparing documents such as Wills, trusts, powers of attorney, health care proxies, etc., while managing client communication and gathering essential information for the creation of personalized estate plans.

Key Responsibilities
  • Draft and prepare estate planning documents 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.
  • Maintain client confidentiality while managing sensitive financial and personal data.
  • Ensure all executed documents are properly signed, notarized, and filed in accordance with state law.
Requirements
  • An Associate's degree in Paralegal Studies, Bachelor's degree, or equivalent experience in estate planning or related legal fields.
  • Certification as a paralegal from an accredited program (preferred).
  • 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.
  • Proficiency in using legal software such as Clio, NetDocuments, Wealth Docx (preferred).
  • Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
  • Excellent verbal and written communication skills to communicate directly with clients and colleagues.
About Our Company

We provide trusted counsel for estate and trust planning, elder law, Medicaid planning, estate and trust administration and litigation, guardianship, special needs planning, business planning, and tax planning.

The estimated salary for this position is $60,000 - $80,000 yearly, reflecting the company's commitment to competitive compensation.

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