Safe Harbor Wills & Trusts is seeking an experienced Probate & Estate Administration Paralegal to help support our growing probate practice. Currently, this is set as a contract position, but could develop into a full-time position for the right candidate.
We are looking for someone who can step into existing active files , quickly determine where each matter stands, identify what needs to happen next, and move the file toward completion with limited attorney supervision.
This is not an entry-level position . Candidates must have hands-on probate and estate administration experience and be comfortable working independently.
Compensation:$50,000 - $55,000 -yearly.
Responsibilities:Review existing probate and estate administration files and determine status
Identify missing documents, filings, signatures, and next steps
Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts and releases
Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions
Assist with asset collection, transfers, distributions, inventories, and accountings
Move stalled or aging files toward completion
Maintain clear file notes and task lists
Identify issues requiring attorney involvement
Significant probate and estate administration experience
Ability to take over existing matters with minimal supervision
Strong organizational and follow-up skills
Ability to manage multiple active files
Excellent written and client communication skills
New York Surrogate's Court experience strongly preferred
The right candidate should be able to open a file and quickly answer:
Where are we? What is missing? What needs to happen next?
About CompanyWe are a growing estate planning and elder law firm helping families throughout Central and Northern New York.
Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for.
If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.
#WHLAW3Compensation details: 50000-55000 Yearly Salary
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