Senior Estate Administration Paralegal

1 week ago

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

Pierro, Connor & Strauss, LLC is seeking a highly skilled and experienced Estate Administration Paralegal to join our dedicated legal team. The successful candidate will play a crucial role in supporting our attorneys with estate administration, ensuring compliance with relevant laws and regulations. The ideal applicant will have a comprehensive understanding of probate processes, exceptional organizational abilities, and the aptitude to manage multiple responsibilities effectively.

Compensation:

$65,000 - $75,000

Key Responsibilities:
  • Oversee the complete estate administration process from initiation to conclusion.
  • Draft and file probate documents, requests, and necessary court forms.
  • Facilitate communication with courts, clients, beneficiaries, and other involved parties.
  • Conduct detailed legal research on probate laws, regulations, and case law.
  • Evaluate complex legal issues related to estate administration and provide strategic guidance.
  • Review legal documents, including wills, trusts, and other estate planning instruments.
  • Prepare correspondence, affidavits, and other legal documents as required.
  • Engage with clients to gather essential information and keep them informed about the estate administration process.
  • Address client inquiries and concerns with professionalism and understanding.
  • Manage the oversight of estate assets, including financial accounts, real estate, and personal property.
  • Collaborate with financial institutions, appraisers, and other professionals involved in the estate settlement process.
  • Ensure adherence to estate administration laws at local, state, and federal levels.
  • Work alongside attorneys, paralegals, and support staff to improve workflow efficiency and ensure effective case management.
Qualifications:

Educational Background and Certifications:

  • Bachelor's degree and/or paralegal certification from an accredited institution.
  • Additional certification in estate planning or administration is a plus.

Work Experience:

  • A minimum of 5-7 years of experience as an estate administration paralegal.
  • Proven track record in managing complex estate administration cases.

Skills:

  • Expertise in legal research, document preparation, and case management.
  • Strong knowledge of probate laws and procedures.
  • Excellent communication, interpersonal, and client service skills.
  • Detail-oriented with exceptional organizational and time management capabilities.
  • Able to work independently as well as collaboratively within a team environment.

Technological Proficiency:

  • Familiarity with legal case management software, particularly Clio and/or NetDocuments.
  • Proficient in Microsoft Office Suite.
About the Company

Our firm provides trusted guidance in estate and trust planning, elder law, Medicaid planning, estate and trust administration and litigation, guardianship, special needs planning, business planning, and tax planning.

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