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Ticket Crushers, A Law Corporation · 21 hours ago

Trust and Estate Paralegal

Schenectady, NY

Full-time

Onsite

Mid, Senior Level

$75K/yr - $85K/yr

3+ years exp

DeAngelus Group, PLLC is a law firm that guides families and individuals through pivotal moments in life, specializing in estate planning and administration. They are seeking a seasoned Trust and Estate Paralegal to manage estate files from intake through closure, mentor junior paralegals, and ensure accuracy in legal filings.

ConsultingLaw EnforcementLegalProfessional Services

Growth Opportunities

Responsibilities

Oversee the full lifecycle of probate and trust cases, including opening estate files, coordinating with surrogate’s courts, ensuring timely filings, and proper case progression. Maintain accuracy, discretion, and professionalism throughout each stage of administration

Lead and support a team of junior paralegals by reviewing work product, providing hands-on training, and standardizing workflows. Establish quality control processes and build up the department’s long-term capabilities through coaching and accountability

Prepare a variety of estate-related documents, including wills, trusts, petitions, letters testamentary, fiduciary accountings, and notices. File pleadings in accordance with court procedural rules and deadlines across state and local jurisdictions

Actively monitor a large volume of open cases, often 100 or more, across different stages of estate planning and administration. Ensure time-sensitive actions are tracked, completed, and communicated to attorneys, clients, and stakeholders

Serve as the firm’s point of contact with outside accountants, gathering and organizing documentation for estate tax filings and fiduciary returns. Ensure clear information exchange and timely submissions

Develop, document, and improve internal processes related to estate administration and paralegal operations. Implement organizational systems for physical and digital files (including naming conventions and task handoffs), and leverage tools like Clio or other practice management software to enhance efficiency

Qualification

Estate AdministrationProbate ManagementLegal Document DraftingClient CommunicationCase Management SoftwareTeam LeadershipOrganizational SkillsEmpathyProactive InitiativeAttention to Detail

Required

3–5 years of paralegal experience, with a strong focus on estate administration, probate, or trust cases

Familiarity with surrogate's court procedures and estate timelines from intake through closure

Proven ability to lead or train junior team members, ensuring consistency, accuracy, and professional growth across a paralegal team

Skilled in professional, empathetic communication with families during challenging transitions

Maintains discretion, clarity, and responsiveness in all client-facing interactions

Exceptionally detail-oriented with a demonstrated ability to manage a high-volume caseload across varied timelines and priorities

Confident in using case management tools (Clio experience is a plus), Microsoft Office, digital file systems, and court e-filing portals

Self-directed, dependable, and proactive, with the ability to take full ownership of estate cases and contribute immediately with minimal supervision

Aligned with the firm's values of integrity, professionalism, and client-centered service

Brings a thoughtful, team-oriented mindset to estate work that requires both precision and compassion

Benefits

Comprehensive benefits package that includes health, dental, and vision insurance

Retirement plan options

Paid holidays

Paid time off

Company

Ticket Crushers, A Law Corporation

The experienced attorneys at Ticket Crushers, the Bay Area's premier Traffic and DUI Law Firm represent clients throughout the San Francisco Bay area for Traffic Violations, Criminal Defense, and Driving Under the Influence ("DUI") charges.

Founded in 2015

San Francisco, California, USA

2-10 employees