Benefits:

401(k) matching

Dental insurance

Health insurance

Free uniforms

Paid time off

Profit sharing

Job Summary

We are seeking a detail-oriented, empathetic, and highly organized Probate, Guardianship, Elder Law & Estate Administration Paralegal to join our team. This role is a unique hybrid of benefit coordination (Medicaid), court-supervised proceedings (Guardianship & Probate), and fiduciary support (Probate & Trust Administration). You will be the primary point of contact for families navigating the complexities of long-term care and estate settlement. Must have 3-5 years of formal probate/trust administration experience, guardianship a plus but can be taught.

Key Responsibilities

Probate & Trust Administration:

Draft and file Petitions for Probate/& Trust Administration.

Prepare inventories of estate assets and formal/informal fiduciary accountings.

Coordinate the transfer of assets, titling, and distributions to beneficiaries

Consistently correspond and communicate with clients.

Guardianship: (Experience Optional) Firm willing to train.

Prepare petitions for the appointment of guardians for incapacitated persons (AIP).

Assisting Guardians with the preparation and filing of Initial, Annual, and Final Reports/Accountings.

Monitoring court calendars for hearings dates and compliance deadlines

Drafting and filing Petitions for the Appointment of Guardian (for both Person and Property).

Managing the service of process and coordination with Court Evaluators and Counsel for the Alleged Incapacitated Person (AIP).

Responsibilities

Act as liaison between attorney and client

Ensure that case-related documents are well organized and available for review

Conduct legal research when necessary

Provide general administrative support

Communicate with clients

Attend or host in-take meetings with clients

Maintain and update documentation

Qualifications

3+ years of experience specifically in Guardianship, Elder Law, Medicaid planning and Probate & Trust Administration.

Court Experience: Proven experience navigating the local Surrogate’s/Probate Court systems and e-filing (e.g., NYSCEF, File & Serve).

Fiduciary Accounting: Ability to reconcile bank statements and track expenditures for court-mandated accounting forms.

Compassion & Resilience: Experience dealing with families facing incapacity, dementia, and end-of-life logistics.

Technical Skills: Proficiency in legal softwares, e.g., Clio, WealthCounsel, or Lawmatics and experience with e-filing systems.

Soft Skills: Ability to handle sensitive family dynamics with patience and professionalism. Certification or Associates Degree as a Paralegal a plus

Strong verbal and written communication skills

Highly organized, detail oriented with document management experience

Excellent research skills

Comfortable Microsoft Office Suite

Ability to multitask and work well under pressure