Estate Administration Probate Paralegal

Do you take pride in delivering not just legal support but peace of mind to families dealing with probate and estate administration

Can you balance rigorous legal processes with thoughtful client-centered communication ensuring every file moves forward and every client feels seen

Are you comfortable managing a full caseload independently from intake to court filings to estate closing

Is your approach to paralegal work driven by both a love of the law and a heart for service

Final question: When faced with a challenge do you get excited or run away

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At PB Elder Law we center our work on protecting families preserving legacies and guiding clients through aging and lifes transitions with dignity expertise and clarity. Located in Buffalo and Lockport NY our firm focuses on elder law estate planning Medicaid & longterm care planning estate administration & probate guardianship asset protection and family law. We pride ourselves on blending legal rigor with compassionate service from crafting trusts and wills to navigating probate and Medicaid challenges.

We are seeking an experienced Estate Administration / Probate Paralegal to join our team and help drive momentum in our probate department. This role is essential to restoring efficiency after the departure of a senior paralegal and will involve managing a caseload of 75 active probate files training newer paralegals and ensuring files move consistently to conclusion. Youll work closely with attorneys support court filings monitor Surrogates Court deadlines communicate with clients and stakeholders and handle drafting accounting and estate matters. The ideal candidate combines legal experience strong organization and independence with a warm clientcentered mindset.

What were looking for:

• Experience: 35 years of trust and estates administration experience as a paralegal with a strong background in probate and estate administration preferably within New York. Proven ability to independently manage complex and high-volume caseloads while supporting grieving families with care and efficiency independently.
• Legal Knowledge: Deep familiarity with Surrogates Court procedures including preparation and filing of petitions accountings fiduciary notices and closing documentation. Solid understanding of estate and fiduciary law and the principles that drive accurate compliant administration.
• Technical Proficiency: Skilled in using Clio for case management efiling platforms and document automation tools such as HotDocs and LexisNexis forms. Confident with Microsoft Office and digital workflow management.
• Organization & Efficiency: Exceptionally organized and detail-oriented. Capable of balancing multiple open estates simultaneously while maintaining strong control over timelines deliverables and documentation accuracy.
• Leadership & Mentorship: Experience mentoring or training junior paralegals and administrative staff. Takes initiative to share knowledge improve workflows and elevate team performance.
• Communication & Professionalism: Clear concise communicator who interacts effectively with attorneys clients courts and external partners. Maintains empathy and professionalism when working with families in sensitive situations.
• Work Style & Independence: Highly dependable and self-directed especially in remote or hybrid environments. Demonstrated ability to stay accountable prioritize effectively and deliver consistent results without close supervision.

Why you should work here:

• Mission-Driven Impact: Youll support clients in vulnerable times helping them navigate probate protect assets and fulfill legacies.
• Restoration & Growth: Youll play a pivotal role in rebuilding efficiency in the probate department after a key departure and directly influence departmental structure.
• Flexible Location Options: Though Buffalo NY is preferred for office presence we may consider highly experienced candidates who can work remotely under strong accountability.
• Collaborative & Supportive Culture: Our firm values trust performance and flexibility staff manage their own schedules as long as work is completed with excellence.

Additional perks:

• Compensation: Base salary range of $65K$80K depending on experience plus quarterly team bonus.
• Location: Preferred in-office role based in Buffalo NY but open to remote candidates with proven estate/probate experience and strong accountability.
• Working Hours: MondayFriday 8:30 AM 5:00 PM. Flexible scheduling is supported as long as work is completed on time.
• PTO & Holidays: Two weeks paid time off five sick days and two floating holidays. PTO increases with tenure (1 day/year). Standard federal holidays observed.
• Health & Insurance: 100% employer-paid individual health insurance (valued at $609/month). Out-of-state hires may receive a stipend or reimbursement.
• Bonuses & Team Culture: Quarterly team bonuses tied to case completions client satisfaction and internal KPIs. Supportive family-friendly environment that values trust autonomy and work-life balance.

At PB Elder Law your role as a Probate and Estate Administration Paralegal is more than just managing files its about restoring trust momentum and peace of mind for families during lifes most difficult transitions. Youll play a vital part in rebuilding a high-performing department ensuring every case progresses with compassion clarity and precision. Your work directly supports the attorneys and helps deliver the care efficiency and legal excellence our clients rely on.

This is your opportunity to step into a high-impact role at a firm that values independence flexibility and long-term relationships. Whether youre based in Buffalo or working remotely youll be empowered to own your caseload contribute to process improvements and make a difference every single day. Join a team that honors your experience respects your autonomy and is ready to support your continued growth.