Legal Assistant
Safe Harbor Wills and Trusts • Camillus, NY, US
Posted 2 hours ago
Do you love digging into research and helping people? We’re hiring a paralegal to assist our legal team in preparing legal documents, filing motions, coordinating law office activities, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you’ll love, apply below.
Review existing probate and estate administration files and determine status
Identify missing documents, filings, signatures, and next steps
Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts, and releases
Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions
Assist with asset collection, transfers, distributions, inventories, and accountings
Move stalled or aging files toward completion
Maintain clear file notes and task lists
Identify issues requiring attorney involvement
- Aid lawyers in trial preparation by preparing and organizing exhibits, organizing and coordinating witnesses, conducting research on legal articles, and assisting with client meetings and filing motions
- Coordinate law office activity, including the drafting subpoenas and coordinating with process servers
- Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents
- Gather information about legal issues from the client in interviews
- Assist lawyers in preparing legal documentation, pleadings, and correspondence including correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits
- Significant probate and estate administration experience
- Ability to take over existing matters with minimal supervision
- Strong organizational and follow-up skills
- Ability to manage multiple active files
- Excellent written and client communication skills
- New York Surrogate's Court experience strongly preferred
The right candidate should be able to open a file and quickly answer:
Where are we? What is missing? What needs to happen next?
- Must have strong interpersonal skills and talent for writing and grammar
- Candidates should possess high-level organizational skills, and time-management skills
- At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting
- Must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired
- Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education
Compensation
$50,000 - $55,000 yearly
We are a growing estate planning and elder law firm helping families throughout Central and Northern New York.
Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for.
If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.
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