Legal Assistant - Trusts and Estates

Role is actually in Long Island:  Hauppauge, NY

• Provide administrative support, including scheduling, document management, and client communication.
• Draft, proofread, and organize legal documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate administration tasks, including probate filings and beneficiary communications.
• Conduct legal research and prepare summaries for attorney review.
• Coordinate with courts, financial institutions, and government agencies as needed.
• Maintain and update client files in compliance with firm policies.
• Assist with billing, expense tracking, and other administrative duties as assigned.

Qualifications

• Prior experience as a legal assistant or paralegal in estate planning, trust administration, or elder law preferred.
• Strong organizational and multitasking skills with keen attention to detail.
• Proficiency in Microsoft Office Suite and legal practice management software (experience with Clio, WealthCounsel, or HotDocs is a plus).
• Excellent written and verbal communication skills.
• Having a notary is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.