Trusts & Estates Paralegal

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