Paralegal, Trusts & Estates

Full-time 8 views
Company Lippes Mathias LLP Location Buffalo, NY, United States

Law Firm

Legal Staff

Min 3 yrs required

Full-time

Legal

Aug 03, 2022

Nov 16, 2022

Mar 07, 2022

Profile

Paralegal, Trusts & Estates
The candidate will be drafting and filing Surrogate's Court probate and administration documents. Managing estate and probate caseload and calendars under attorney supervision. Obtaining asset information through contact with clients, accountants, and financial institutions. Utilizing probate and tax software to prepare inventories, court accountings, distribution schedules, and basic fiduciary returns. Preparing powers of attorney and health care proxies. 3 years of experience in a law firm environment required. Experience with probate document preparation and electronic filing/tax software required. Knowledge of surrogate court rules required. Proficiency in Microsoft Word, Excel and Outlook required. Knowledge of ProLaw or similar document management systems required. Strong interpersonal skills and communications skills, including the ability to work with clients, attorneys, fiduciaries, and professional advisors required. Ability to effectively work within a team, including delegation of work to a legal assistant as appropriate required. Ability to complete projects with little oversight and direction required. Ability to use discretion and handle confidential information required. Ability to meet deadlines and produce high quality work products required. Accurate typing speed of 60+ wpm required. Strong attention to detail and excellent organizational skills required.

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Company info

Hiring Coordinator
Lippes Mathias LLP
50 Fountain Plaza
Suite 1700
Buffalo, NY 14202

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