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Estate Planning and Elder Law Paralegal

1 week ago


Rye, United States Maker, Fragale & Di Costanzo, LLP Full time
Job DescriptionJob Description

Our progressive boutique law firm located in Westchester County, New York, is seeking an experienced, bright, self-starting, polished, and articulate paralegal to join their elder law and estate planning practice. Our practice areas include estate planning, estate and trust administration, guardianships, and Medicaid applications.

The ideal candidate must be comfortable working in a fast-paced, collegial, team-oriented environment, and be responsible, very organized and detail-oriented, conscientious, and motivated to learn.

Because of our needs, we will only consider candidates with significant paralegal experience in our practice areas.

Responsibilities will include:

  • Assisting attorneys with the preparation of legal documents, such as estate planning documents, petitions for guardianship, probate, and administration proceedings, and affidavits of service
  • Heavy communication with existing and prospective clients and other individuals, including timely follow-up concerning information and documents needed
  • Organizing and maintaining digital and non-digital files, including monitoring documents for missing information
  • Monitoring deadlines
  • Assisting with office administrative duties, such as scanning, making photocopies, and filing

Qualifications (required):

  • Minimum three years of extensive paralegal experience handling all aspects of estate planning, trust and estate administration, and guardianships
  • High School Diploma or equivalent; paralegal certification strongly preferred
  • High proficiency in Microsoft Office, especially Outlook, Word, and Excel, and the willingness to learn quickly other computer programs and firm procedures
  • Excellent oral and written communication skills
  • Ability to prioritize under deadline, manage time effectively, and adapt and act quickly when needed
  • Ability to track pending and outstanding matters and regularly update, monitor, and follow through on pending tasks
  • Excellent organization skills with an eye for details
  • Ability to follow complex instructions in a fast-paced environment
  • Strong proficiency in Microsoft Office 365, including Word, Excel, and Outlook
  • Strong knowledge of Surrogate's Court rules and procedures

Candidates must send a resume and a cover letter or email explaining why they are interested in the position and why they feel they meet the required qualifications.

Salary commensurate with experience.