Estate Planning Paralegal Job at Pierro, Connor & Strauss, LLC, Latham, NY

dTJ2TXZEaUo5Q3ZCemtLVWpkNmpGQ3NLdXc9PQ==
  • Pierro, Connor & Strauss, LLC
  • Latham, NY

Job Description

Pierro, Connor & Strauss is looking for a highly skilled Estate Planning Paralegal with a strong focus on drafting estate planning documents and client interaction. The ideal candidate will assist attorneys in preparing documents such as Wills, trusts, powers of attorney, health care proxies, etc., while managing client communication and gathering essential information for the creation of personalized estate plans. This position requires strong attention to detail, excellent drafting skills, and the ability to work directly with clients to understand their needs and prepare documents accordingly.

Compensation:

$55,000 - $75,000 yearly

Responsibilities:
  • Prepare and draft estate planning documents, including but not limited to Wills, trusts, powers of attorney, living wills, and healthcare directives, under the guidance of an attorney
  • Customize documents based on individual client situations, ensuring accuracy and clarity in all drafts
  • Assist attorneys in conducting initial client intake interviews to gather relevant personal, financial, and family information required for document drafting
  • Coordinate communication with clients, answering inquiries and ensuring all necessary documents and information are collected in a timely manner
  • Maintain client confidentiality while managing sensitive financial and personal data
  • Ensure all executed documents are properly signed, notarized, and filed in accordance with state law
Qualifications:
  • Associate's degree in Paralegal Studies, Bachelor's degree, or equivalent experience in estate planning or related legal fields
  • Certification as a paralegal from an accredited program (preferred)
  • At least 3 years of experience drafting estate planning documents or in a similar paralegal role with a focus on wills, trusts, and related legal documents
  • Proficiency in using legal software such as Clio, NetDocuments, Wealth Docx® preferred
  • Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines
  • Excellent verbal and written communication skills to communicate directly with clients and colleagues
About Company

Our firm provides trusted counsel for estate and trust planning, elder law, Medicaid planning, estate and trust administration and litigation, guardianship, special needs planning, business planning, and tax planning

#WHLAW2


Compensation details: 55000-75000 Yearly Salary

PIb283f8be4a3a-30492-36096798

Job Tags

Similar Jobs

Stratacuity: Proven Scientific Placement

Senior Scientist, Toxicology 2046310 Job at Stratacuity: Proven Scientific Placement

 ...clinical trials within a collaborative team, playing a key role in preclinical stages. Primary Job Responsibilities: Supervise toxicology research at CROs. Analyze study data to identify experimental compounds' potential toxicity in animals. Coordinate with the... 

LeTueLezioni

Copywriter Freelance Lingua Inglese Job at LeTueLezioni

 ...Letuelezioni portale leader per fare lezioni private in Italia alla ricerca di copywriter freelance in lingua inglese. Hai mai pensato di impiegare il tuo tempo libero e guadagnare soldi extra Se conosci linglese ed hai competenze nella scrittura di testi candidati... 

Confidential

Solar Energy Consultant Job at Confidential

Join the Solar Revolution in Irving, TX! Position : Solar Energy Consultant Location : Irving, TX Experience : NO EXPERIENCE NEEDED WE WILL TRAIN YOU! Are you ready to shine in a career thats truly electrifying? As a Solar Energy Consultant , ...

Sephora

Senior Engineer, eCommerce Job at Sephora

 ...Type: Position Type: Regular Job Function: Information Technology Remote Eligible: Yes Company Overview: At Sephora we inspire our customers, empower our teams, and help them become the best versions of themselves. We create an environment where people... 

Legacy Health

Neurosurgeon - Spine Job at Legacy Health

 ...Seeking outstanding neurosurgeon to join our growing team. Role will specialize primarily in elective spinal surgery with general neurosurgery and/or Level I Neurotrauma call. Fellowship training preferred but not essential. This is an exceptional opportunity...