Trusts & Estates Paralegal
- Uniondale, NY
- Permanent
- Full-time
- Maintain case organization by creating and managing files, monitoring calendars, tracking deadlines, documenting case activity, and updating information in databases and case management systems; regularly confirm case status with attorneys.
- Accurately capture and record billable time in compliance with firm policies and procedures.
- Assist with and attend Will signings to support attorneys and clients.
- Consistently demonstrate patience, empathy, and professionalism in client and team interactions.
- Foster a collaborative work environment by cooperating effectively with attorneys, legal staff, and administrators.
- 3+ years of Trusts & Estates law firm experience
- Knowledge of wills, trusts, power of attorney forms, estate funding and general management of files
- Knowledge of Surrogate court rules and procedures (probate, administration, accounting proceedings) is required
- Experience in preparing estate tax returns is a plus
- Excellent organizational, communication, and writing skills
- Proficiency in Word, Outlook, Excel (NetDocs a plus)
- Paralegal certification from an ABA approved program is preferred
- Hybrid role, Monday–Friday, 9am–5pm, with occasional overtime as needed
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.