Trusts and Estates Administration Paralegal

Company Description

Capell Barnett Matalon & Schoenfeld LLP provides comprehensive legal services to individuals, businesses, and Not-For-Profit and religious organizations across the New York area. The firm specializes in Estate Planning and Administration, Tax Law, Elder Law, Medicaid Planning, Real Estate, and Religious and Not-For-Profit Corporations Law. Since its founding, the firm has grown significantly, integrating advanced technology and expanding its team to deliver tailored legal solutions that align with clients' goals. The firm is deeply involved in community efforts, contributing to civic activities, pro bono work, and educational initiatives.

Role Description

Capell Barnett Matalon & Schoenfeld LLP, a growing law firm with offices on Long Island and New York City, is seeking an experienced paralegal to join our Trusts and Estate Administration practice group. Position can be based in New York City or Long Island.

We offer a collaborative and supportive work environment, opportunities for professional growth, a beautifully renovated modern office, competitive compensation, and benefits. If you meet the qualifications and would like to become part of our team, please submit your resume and cover letter for consideration.

Key Responsibilities:

• Proactively support the attorneys with estate administration.
• Preparation of court documents for estate administration.
• Obtain EINs for estates/trusts.
• Estate litigation support.
• Will and trust drafting.
• Other administrative support including preparation of engagement letters, billing, updating case lists, assisting with marketing, etc.

Qualifications

• Bachelor’s degree and/or paralegal certificate.
• Experience as a Trusts and Estates Administration Paralegal.
• Proficiency with Microsoft Office Suite and document management systems.
• Excellent written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Ability to be flexible, handle pressure and adapt to changing work priorities, workflow, and work assignments. 
• Notary Public license is a plus but not required.
• HotDocs proficiency.

What we offer:

• Billable hour requirement that allows a work/life balance.
• Paid time off.
• Health insurance with company contribution towards premium. 
• A robust suite of optional benefits designed to support a wide range of employee needs including flexible spending accounts, 401K, commuter benefits, life insurance, pet insurance, and more. 

Salary is commensurate with experience. Salary range: $75,000.00 - $95,000.00.  

CBM&S is an equal opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. CBM&S does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, disability, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.