drjobs Estate Planning Paralegal

Estate Planning Paralegal

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1 Vacancy
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Job Location drjobs

Lindenhurst, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Responsibilities:
  • Manage probate/administration and estate planning cases from start to finish
  • Draft review and organize legal documents and filings
  • Maintain accurate case files and ensure timely follow-ups
  • Assist attorneys with court filings and scheduling
  • Communicate directly with clients by phone and in person
  • Provide clear updates and guidance to clients throughout the process
  • Utilize Microsoft Office Suite for drafting editing and managing documents
  • Support business growth through client relationship management and ideally sales experience
Qualifications:
  • Minimum of 3 years paralegal experience in estates and/or estate planning
  • Proficiency in Microsoft Office Suite (Word Excel Outlook etc.)
  • Strong case management skills and attention to detail
  • Excellent written and verbal communication skills
  • Comfort with calling and meeting clients directly
  • Sales or client development experience is a plus

Employment Type

Full-time

Company Industry

About Company

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