What are the responsibilities and job description for the Trusts & Estates Paralegal position at TBG | The Bachrach Group?
Trusts & Estates Paralegal
Location: Hauppauge, NY (Fully On-Site)
Compensation: $80,000 - $100,000 DOE
About the Opportunity
A well-established law firm in Hauppauge is seeking an experienced Trusts & Estates Paralegal to join its growing practice. This role will support attorneys in sophisticated estate planning matters with a strong emphasis on drafting estate planning documents and administering complex trusts.
Responsibilities
- Draft trusts, wills, powers of attorney, healthcare proxies, and related estate planning documents
- Assist attorneys with complex trust planning and trust administration matters
- Prepare and organize documentation for estate settlements and probate proceedings
- Maintain client files and ensure accuracy of legal documents
- Communicate with clients, financial institutions, and other professionals as needed
- Coordinate document execution and manage deadlines
- Conduct legal and factual research related to trusts and estates matters
- Support attorneys throughout the estate planning and administration process
Qualifications
- 3 years of Trusts & Estates paralegal experience preferred
- Strong experience drafting estate planning documents, including trusts and related instruments
- Knowledge of trust administration and estate settlement procedures
- Ability to manage multiple matters and deadlines simultaneously
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Proficiency with Microsoft Office and legal document management systems
What We Offer
- Competitive compensation based on experience
- Stable, collaborative work environment
- Opportunity to work on sophisticated estate planning matters
- Full-time, on-site position in Hauppauge, NY
Salary : $80,000 - $100,000