Estate Planning & Estate Administration Paralegal jobs in United States
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Cona Elder Law · 4 days ago

Estate Planning & Estate Administration Paralegal

Cona Elder Law is a respected elder care law firm dedicated to serving the legal and financial needs of older adults and their families. They are seeking a detail-oriented Paralegal to join their Estate Administration & Estate Planning department, where the role involves drafting estate planning documents and maintaining client files while ensuring effective communication with clients.

ConsultingLaw EnforcementLegal
Hiring Manager
Courtney Grafstein, MS-HRM, SHRM-CP
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Responsibilities

Draft and finalize estate planning documents such as wills, trusts and advance directives
Communicate with clients to gather information, review the legal processes, and provide updates as necessary
Organize and maintain client files, correspondence, and records
Coordinate the signing and notarization of documents and communicate with financial institutions and courts
Help with the administrative tasks necessary to fund trusts, such as transferring assets and preparing necessary documentation
Estate Administration and Estate Litigation experience is a plus
Good communication skills and experience with client contact
All other duties as assigned

Qualification

Estate planning experienceLegal softwareOrganizational skillsEstate proceduresCommunication skillsAttention to detailParalegal studies degreeMicrosoft Office Suite

Required

Legal experience in estate planning, probate, or trusts
Proficiency in legal software, document management systems, and Microsoft Office Suite
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Strong understanding of estate planning procedures

Preferred

Associate or bachelor's degree in paralegal studies
Estate Administration and Estate Litigation experience is a plus
Good communication skills and experience with client contact

Benefits

Health, dental, and vision insurance.
401(k) plan with firm match.
Generous paid time off and holidays.
State-of-the-art gym with complimentary membership.
Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers.
Interior Golf Center with simulator and putting green.
On-site Restaurant & Dining Area on lower level with Foosball and Shuffleboard Tables.
In-office Zen Room, for relaxing quiet time.
Charitable events and opportunities for community involvement.
Social events fostering a positive, engaging work environment.
Superb Firm Culture , a collaborative work environment, company outings, kitchen snacks, fresh fruit, coffee.
Centrally located, modern office building, beautiful contemporary offices, ample parking, convenient headquarters in Melville, Long Island.

Company

Cona Elder Law

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Cona Elder Law is a law firm that provides legal services for elder law, estate planning, administration, litigation, and health care law.

Funding

Current Stage
Early Stage

Leadership Team

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Jennifer B. Cona
Founder and Managing Partner
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Company data provided by crunchbase