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Legal Assistant - Trusts and Estates
Legal Assistant - Trusts and EstatesNPAworldwide • Hauppauge, NY, United States
Legal Assistant - Trusts and Estates

Legal Assistant - Trusts and Estates

NPAworldwide • Hauppauge, NY, United States
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Job description :

  • Provide administrative support, including scheduling, document management, and client communication.
  • Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives.
  • Assist with estate administration tasks, including probate filings and beneficiary communications.
  • Conduct legal research and prepare summaries for attorney review.
  • Coordinate with courts, financial institutions, and government agencies as needed.
  • Maintain and update client files in compliance with firm policies.
  • Assist with billing, expense tracking, and other administrative duties as assigned.

Qualifications :

  • Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred.
  • Strong organizational and multitasking skills with keen attention to detail.
  • Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus).
  • Excellent written and verbal communication skills.
  • Having a notary is a plus.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Why is This a Great Opportunity :

    Our client is a well-established law firm that concentrates on estate planning, trust and estate administration, elder law, and special needs planning. They are seeking a dedicated and detail-oriented Legal Assistant / Paralegal to provide critical administrative and paralegal support to their estate planning attorneys.

    Salary is up to $70,000 - $90,000 plus a comprehensive benefits package, including health insurance and retirement plans.

    Salary Type : Annual Salary

    Salary Min : $ 70000

    Salary Max : $ 90000

    Currency Type : USD

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    Legal Assistant • Hauppauge, NY, United States

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