Description We are seeking an experienced and highly organized Trust and Estates Paralegal with a minimum of 5 years of relevant experience to join our well-established law firm in Long Island, New York. The ideal candidate will have extensive knowledge of estate planning, probate, trust administration, and related legal procedures. This is an excellent opportunity for a motivated professional to work in a dynamic and collaborative environment.Key Responsibilities:
(most important) Assist attorneys in the preparation and administration of trusts and estates, including drafting and reviewing wills, trusts, powers of attorney, healthcare directives, and related legal documents.
(most important) Coordinate and manage probate filings, including preparation of petitions, inventories, accountings, and related probate documents.
(Willing to train on this) Prepare and organize estate tax returns
(Willing to train on this) Prepare Article 81 Guardianship forms
(Willing to train on this) Prepare Medicaid applications.
Conduct legal research related to trust and estate matters and stay updated on state and federal laws.
Communicate effectively with clients, beneficiaries, and other interested parties, providing updates and ensuring that all legal requirements are met.
Maintain and organize client files, ensuring confidentiality and accuracy of records.
Track and meet critical deadlines for filings and court appearances.
Coordinate with financial advisors, accountants, and other professionals involved in the estate planning and administration process.
Requirements
Qualifications:
Minimum of 5 years of experience as a paralegal in trust and estate law.
Strong knowledge of New York state trust and estate law, probate procedures, and court rules.
Proficiency in legal research tools and case management software.
Excellent organizational skills, attention to detail, and the ability to handle multiple priorities.
Strong written and verbal communication skills.
Ability to work independently and as part of a team.
High level of professionalism, discretion, and integrity.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
