Position: Trust & Estates Legal Assistant (National Law Firm)
Location: Garden City, NY
Comp Package: Base to $90K, Paid Overtime, Bonus; Full Benefits; 401K, etc.

REQUIREMENTS FOR TRUST & ESTATES LEGAL ASSISTANT:

• 5+ years of Trusts & Estates experience in a law firm environment
• Strong ability to manage multiple tasks, prioritize deadlines, and collaborate effectively within a team
• Proficiency in Microsoft Office Suite, particularly Word, Outlook, and Excel
• Excellent organizational skills and attention to detail
• Strong interpersonal and client service skills with a professional demeanor
• Working knowledge of Medicaid applications is a plus
  Job Type: Full-time
  Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Profit sharing
• Vision insurance
• Work from home

Work Location: In perso

• Provide high-level administrative support to attorneys, including calendar management, meeting coordination, and timekeeping
• Coordinate and process attorney expense reports, travel arrangements, and internal workflow tasks
• Prepare, file, and serve court documents for probate and estate proceedings, including fiduciary appointments and resignations, disclaimers, inventories, and claims against estates
• Assist in the preparation and submission of Federal and New York State estate tax returns
• Draft, revise, and proofread estate planning documents such as wills, trusts, powers of attorney, and healthcare directives (optional)
• Answer attorney phone lines, manage messages, and maintain professional communication with clients and third parties
• Prepare beneficiary designation forms and support asset transfers for trust and estate accounts