Legal Assistant - Trusts and Estates OOJ - 35846

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New Hyde Park, NYJob$75K/yrPosted 1y agoStill listed 4 days ago

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At a glance

Compensation
$75K/yr
Location
New Hyde Park, NY
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

A Legal Assistant in Trusts and Estates provides administrative support, drafts and organizes legal documents such as wills and trusts, assists with probate filings, conducts legal research, coordinates with courts and financial institutions, maintains client files, and helps with billing and expense tracking.

Skills & qualifications

RequiredNice to have

Skills

Organizational SkillsMultitaskingAttention to DetailMicrosoft Office SuiteClioWealthCounselHotDocsWritten CommunicationVerbal CommunicationNotaryLegal ResearchIndependent WorkTeam Collaboration

Qualifications

Prior Experience as Legal Assistant or Paralegal in Estate Planning, Trust Administration, or Elder LawStrong Organizational and Multitasking Skills With Keen Attention to DetailProficiency in Microsoft Office Suite and Legal Practice Management Software (Clio, WealthCounsel, or HotDocs)Excellent Written and Verbal Communication SkillsHaving a NotaryAbility to Work Independently and as Part of a Team in a Fast-Paced Environment

Benefits

Medical Insurance
401(k) Match

Full job description

Job Description A Legal Assistant in Trusts and Estates typically assists lawyers with the preparation of legal documents related to wills, trusts, and estate administration. They may also be involved in client communication, file management, and other administrative tasks.

Legal Assistant - Trusts and Estates

  • 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 $75,000 plus a comprehensive benefits package, including health insurance and retirement plans.

OOJ - 35846

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