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Estates and Trusts Paralegal

Company: Safe Harbor Wills and Trusts
Location: Syracuse
Posted on: March 28, 2020

Job Description:

Fast growing Elder and Estate Planning law practice seeks paralegal for probate/trust administration, and trust funding.The ideal candidate will have 2-4 years experience in probate and trusts, including filing accountings and fiduciary tax returns. Experience with guardianships helpful, but not required. The successful candidate will also have excellent writing skills as they will drafting and reviewing estate planning documents. The job requires a great deal of client interaction, in person, by phone or by email Some travel to Jefferson and St. Lawrence county required from time to time.Experience with Medicaid planning helpful, but not required. --ResponsibilitiesMeet with clientsOpen, file, process, close estates and trust administration filesDraft documents for Article 81 guardianship mattersDraft, review, and estate planning documentsMeet with clients to execute basic estate planning documentsQualifications2-4 years of experienceExcellent keyboard skillsKnowledge of Microsoft suite of applications, particularly ExcelDetail oriented with regard to notes, time keeping and communication

Keywords: Safe Harbor Wills and Trusts, Syracuse , Estates and Trusts Paralegal, Legal , Syracuse, New York

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