Probate/Administrative Paralegal - (Staten Island)

Lawyers On Demand, a Consilio company, is actively recruiting for a contract Probate/Administrative Paralegal for one of our prestigious Law Firm clients in Staten Island, NY. This is an on-site position that could lead to remote for the right candidate.

As a Probate/Administrative Paralegal, you will be responsible for managing estate matters from initiation through resolution. You’ll serve as a key liaison for clients, coordinate legal filings, and ensure smooth case progression while maintaining empathy and professionalism in sensitive situations.

Key Responsibilities:

• Lead the onboarding process for new probate and estate cases, collecting essential documents such as wills, death certificates, and financial records.
• Clearly explain probate procedures to clients with compassion and clarity.
• Maintain consistent communication, promptly addressing client questions and ensuring they feel supported throughout the process.
• Draft and file various probate-related documents, including petitions, motions, fiduciary notices, accountings, and closing statements.
• Manage e-filing processes and ensure all submissions comply with court protocols and deadlines.
• Oversee the full lifecycle of each case, monitoring key dates for claims, objections, audits, and estate closures.
• Identify and resolve delays proactively to keep cases moving forward efficiently.
• Assist in locating, valuing, and transferring estate assets, including real property and financial accounts.
• Support the preparation of estate and fiduciary tax filings by gathering necessary documentation and coordinating with beneficiaries and heirs.
• Utilize tools like Clio, LexisNexis, and HotDocs to manage digital files, automate document creation, and track case progress.
• Ensure all records are organized, accurate, and up-to-date.
• Communicate with external parties such as accountants, banks, insurers, government agencies, and real estate professionals to obtain and verify documentation.
• Schedule meetings, court appearances, and deadlines, acting as a liaison between attorneys and third parties.
• Conduct basic legal research and gather relevant case information.
• Provide administrative assistance to attorneys, including scheduling, file organization, and document handling.
• Mentor junior paralegals, review their work, and promote consistent practices.
• Participate in initiatives to improve workflows and enhance departmental efficiency.

Qualifications:

• Minimum 3–5 years of experience in trust and estate administration, with a strong foundation in probate procedures—preferably in New York.
• Demonstrated ability to manage complex caseloads independently while supporting clients with empathy and professionalism.
• In-depth knowledge of Surrogate’s Court processes and estate law, including document preparation and procedural compliance.
• Proficient in Clio, HotDocs, LexisNexis, and e-filing systems.
• Comfortable with Microsoft Office and digital case management platforms.
• Highly detail-oriented and capable of managing multiple open cases simultaneously.
• Strong ability to prioritize tasks and maintain accurate documentation.
• Experience training and guiding junior staff.
• Committed to sharing knowledge and improving team performance.
• Excellent written and verbal communication skills.
• Maintains professionalism and empathy when interacting with clients and external partners.
• Reliable, self-motivated, and effective in remote or hybrid work settings.
• Able to work independently and deliver consistent results with minimal supervision.

LOD is proud to be an equal opportunity employer. Diversity and inclusion is a core part of our Ways of Working, and we celebrate and embrace it. We know the individual differences of our people make us collectively better and we encourage all applicants; including people with disability, career breaks, gender diverse, LGBTQIA, and culturally diverse communities to join us so we can do great things together.