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Legal Assistant - Trusts and Estates

Legal Assistant - Trusts and Estates

Hatch Global SearchNew York, New York, US
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Role is actually in Long Island :   Hauppauge, NY

  • 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.
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    Legal Assistant • New York, New York, US

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