Paralegal at Coughlin & Gerhart LLP

Village of Walton, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

34.0

Posted On

07 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Organizational Skills, Legal Research, Communication, Document Preparation, Team Collaboration, Probate Procedures, Estate Administration

Industry

Law Practice

Description

Description Coughlin & Gerhart, LLP is seeking a dedicated and detail oriented full-time paralegal to join our Trusts & Estates department. Prepare, review, and interpret estate planning documents, i.e., Wills, Trusts, etc., to effectively determine the course of action required to administer estates and trusts. Accurately prepares court forms for estate and trust administration, guardianships, etc. RESPONSIBILITIES: 1. Assist attorneys in drafting estate planning documents such as wills, trusts, powers of attorney, and healthcare directives. 2. Organize and maintain client files, ensuring all documents are accurate and up to date. 3. Conduct legal research on trust and estate issues, staying informed about current laws and regulations. 4. Communicate with clients to gather information, provide updates, and address basic inquiries under attorney supervision. 5. Prepare probate court forms and filings, including petitions, motions, and asset inventories. 6. Coordinate with financial institutions, accountants, and appraisers to gather necessary information for estate administration. 7. Schedule appointments, meetings, and court hearings, and assist in maintaining attorney calendars. 8. Assist in the execution of estate plans and trust agreements, including asset transfers and beneficiary designations. 9. Review and summarize trust and will documents, ensuring accuracy in administrative proceedings. Requirements SKILLS: 1. Competency in reading and comprehension. Ability to communicate effectively in writing as appropriate for the needs of the audience. 2. Strong organizational skills with the ability to manage multiple priorities and deadlines. 3. Attention to detail and accuracy in document preparation and review. 4. Ability to work independently, while also collaborating effectively within a team environment. 5. Knowledge of probate procedures, estate administration, and tax implications related to trusts and estates. QUALIFICATIONS: 1. Notary Public License highly desired. 2. High school diploma required; AAS degree preferred. 3. Bachelor’s degree and/or paralegal certificate from an accredited program or previous experience (2+ years) working as a paralegal in Trusts & Estates or related field highly desired. PHYSICAL REQUIREMENTS: 1. Prolonged periods of sitting at a desk and working on a computer. 2. Must be able to lift up to 15 pounds at times. Coughlin & Gerhart provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other status protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training. $24 - $34

Responsibilities

The paralegal will assist attorneys in drafting estate planning documents and prepare court forms for estate and trust administration. They will also organize client files and conduct legal research on trust and estate issues.