Estates / Trusts Paralegal jobs in United States
cer-icon
Apply on Employer Site
company-logo

TBG | The Bachrach Group · 13 hours ago

Estates / Trusts Paralegal

The Bachrach Group is an established and growing law firm based in Hauppauge NY, seeking an experienced Estates / Trusts Paralegal to support its Elder Law and Estate Administration practice. This role involves extensive work with probate matters, Surrogate’s Court filings, and frequent client interaction.

B2BCrowdfundingFinancial ServicesHuman ResourcesInsuranceStaffing Agency
check
Growth Opportunities
Hiring Manager
John Parinello, CSP
linkedin

Responsibilities

Prepare and file Surrogate’s Court petitions and related probate and administration documents
Support attorneys with Estate Administration, Estate Planning, and Elder Law matters
Maintain heavy client contact, including gathering documentation and providing case updates
Draft and prepare legal documents, including:
Wills
Trusts
Powers of Attorney
Health Care Proxies
Guardianship applications
Additional Surrogate’s Court filings
Manage case files, deadlines, and court requirements with a high level of accuracy and organization

Qualification

Estates/Trusts experienceParalegal CertificateMicrosoft OfficeHotDocsTime MattersClient service skillsWritten communicationVerbal communicationOrganizational skillsAttention to detailIndependent workCollaborative workFast-paced environment

Required

Prior experience as a Paralegal in an Estates/Trusts or Probate department
Paralegal Certificate
Strong written and verbal communication skills
Excellent client service skills
Superior organizational skills and attention to detail
Ability to work independently and collaboratively in a fast-paced environment
Proficiency in Microsoft Office

Preferred

Experience with HotDocs
Knowledge of Time Matters

Company

TBG | The Bachrach Group

twittertwittertwitter
company-logo
For over 50 years, TBG has stood as a leader in the staffing and recruiting industry.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Scott Bachrach
Chief Operating Officer
linkedin
leader-logo
Evan Price
District Director- Long Island
linkedin
Company data provided by crunchbase