Estate Planning Attorney Assistant

5 days ago


Latham, New York, United States Pierro, Connor & Strauss, LLC Full time
Job Title: Estate Planning Attorney Assistant

We are seeking a highly skilled Estate Planning Attorney Assistant to join our team at Pierro, Connor & Strauss, LLC. The successful candidate will have a strong focus on drafting estate planning documents and client interaction.

About the Role:
  • Draft and prepare 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.
  • 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:

Pierro, Connor & Strauss, LLC provides 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.

Compensation:

$62,000 per year, based on industry standards and market conditions.



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