Job Title: Trusts and Estates Administration Paralegal

Location: Uniondale, NY 11556

Salary/Payrate: $95K-$115K annually and AWESOME benefits!!!

Work Environment:  Hybrid (2 of days WFH AFTER initial 90 day ramp-up period)

Term: Permanent / Fulltime

Bachelor’s degree required:  No

Referral Fee: AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION #LI-JP1

The paralegals work closely with clients, attorneys, paralegals, and accountants. The candidate should have excellent communication, organizational, and computer skills, including Excel. Paralegal Certification from an ABA-approved program is a plus. 

REQUIREMENTS

Applicants must:

• Have a minimum of 3+ years of law firm experience and a background in the areas of Trusts and Estates. 
• Extensive knowledge of Wills, Trusts, Power of Attorney forms, estate funding and general management of files
• Be proactive and able to assist with the preparation of legal documents, including Wills, Trusts, Health Care Proxies, Living Wills and Powers of Attorney and provide attorneys with administrative support.
• Strong knowledge of Surrogate’s Court rules and procedures (e.g., probate, administration, accounting proceedings) is essential.  
• Familiarity with preparing estate tax returns is preferable. 
• Candidate should enjoy working with clients and their families and pride themselves on attention to detail and organization.
• Excellent spelling, grammar and organizational skills, as well as the ability to multi-task and work both independently and as a team member.
• Experience with NetDocs a plus.
• Demonstrate strong analytical and problem-solving skills. Excellent proficiency of Word, Outlook and Excel is required. 
• Paralegal certificate a plus.

Responsibilities will include, but are not limited to: 

• Keeping cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; entering information into file database and case management software; confirming case status with attorney.
• Capture and record billable time in accordance with policies and procedures.
• Attending Will signings
• Exhibiting patience, empathy, and professional maturity at all times.
• Demonstrating an attitude of cooperation with legal staff, peers, and administrators.