Demo

Trusts & Estates Paralegal/Legal Assistant

Goidel Law Group PLLC
Melville, NY Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 2/20/2025
Job Description

Boutique elder law, estate planning, and estate administration law firm seeks an experienced paralegal/legal assistant with a solid understanding of estate planning concepts and practices with at least five years’ experience drafting a variety of trusts, wills, ancillary documents, and deeds. Experience with probate and trust administration is a plus. The atmosphere is collegial, collaborative, family friendly, and client-centered.

Please Apply Only If You Meet The Following Qualifications

WealthCounsel Expertise: The position requires someone fully-versed in WealthCounsel software with the ability to offer custom legal language for client wishes that do not match the output generated from the software. We are looking for a new team member who can hit the ground running.

Attention to Detail: Exceptional proofreading skills with the ability to produce high-quality documents. Work must demonstrate accuracy, thoroughness, and consistency.

Communication Skills: Ability to effectively communicate with clients both orally and in writing.

Self-Motivation: Ability to work independently, manage deadlines, and collaborate with other team members.

Software Skills: Proficiency with Microsoft Office. Familiarity with Actionstep is a plus.

Salary, 401k, and benefits commensurate with experience. Please forward resume and cover letter to wgoidel@goidellawgroup.com.

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