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Rivkin Radler LLP · 4 months ago

Trusts & Estates Paralegal (Planning and Administration)

Uniondale, NY, USA

Full-time

Hybrid

Mid Level

$65K/yr - $115K/yr

3+ years exp

Rivkin Radler LLP is a law firm seeking Trusts and Estates administration paralegals with at least three years of experience for its Uniondale office. The role involves working closely with clients, attorneys, and accountants, assisting in the preparation of legal documents and maintaining organized case files.

ConsultingLaw EnforcementLegal

Responsibilities

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

Qualification

TrustsEstates knowledgeWillsTrusts preparationSurrogate’s Court proceduresParalegal CertificationExcel proficiencyAnalytical skillsCommunication skillsOrganizational skillsProblem-solving skillsTeamwork

Required

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

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

Demonstrate strong analytical and problem-solving skills

Excellent proficiency of Word, Outlook and Excel is required