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Coughlin & Gerhart LLP · 1 day ago

Paralegal

Walton,NY,US

Full-time

Onsite

Entry, Mid Level

$24/hr - $34/hr

2+ years exp

Coughlin & Gerhart, LLP is seeking a dedicated and detail oriented full-time paralegal to join our Trusts & Estates department. The role involves preparing, reviewing, and interpreting estate planning documents, as well as assisting attorneys with various tasks related to estate and trust administration.

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Responsibilities

Assist attorneys in drafting estate planning documents such as wills, trusts, powers of attorney, and healthcare directives

Organize and maintain client files, ensuring all documents are accurate and up to date

Conduct legal research on trust and estate issues, staying informed about current laws and regulations

Communicate with clients to gather information, provide updates, and address basic inquiries under attorney supervision

Prepare probate court forms and filings, including petitions, motions, and asset inventories

Coordinate with financial institutions, accountants, and appraisers to gather necessary information for estate administration

Schedule appointments, meetings, and court hearings, and assist in maintaining attorney calendars

Assist in the execution of estate plans and trust agreements, including asset transfers and beneficiary designations

Review and summarize trust and will documents, ensuring accuracy in administrative proceedings

Qualification

Probate proceduresEstate administrationDocument preparationNotary Public LicenseOrganizational skillsAttention to detailCommunication skillsTeam collaboration

Required

High school diploma required

Competency in reading and comprehension

Ability to communicate effectively in writing as appropriate for the needs of the audience

Strong organizational skills with the ability to manage multiple priorities and deadlines

Attention to detail and accuracy in document preparation and review

Ability to work independently, while also collaborating effectively within a team environment

Knowledge of probate procedures, estate administration, and tax implications related to trusts and estates

Prolonged periods of sitting at a desk and working on a computer

Must be able to lift up to 15 pounds at times

Preferred

AAS degree preferred

Notary Public License highly desired

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