Job Description

Our client is a law firm specializing in Elder Law and Estate Planning. With multiple offices on Long Island, they are expanding and seek an experienced paralegal to work in their Smithtown Office.

MAIN RESPONSIBILITIES:

  • Identify and gather assets, preparing probate documents, and managing the distribution of assets.

  • Working with clients, financial planners, and accountants, and preparing necessary documentation for distributions and taxes.

  • Drafting wills, trusts, and other related documents.

  • Opening probate proceedings, valuing estate assets, and preparing court forms.

  • Preparing sub-trust allocation schedules, managing trust administration, and preparing documentation for distributions.

  • Meeting with clients, communicating with financial planners, and answering client questions.

  • Preparing various probate and accounting documents, including tax returns.

  • Identifying, gather...

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