Benefits:

Health insurance

Paid time off

Bonus based on performance

Opportunity for advancement

Training & development

Paralegal (Pre-Attorney Sales) Estate Planning $100k to $150k Salary We are a black, female owned Estate Planning law firm in Queens and Nassau County, looking for an experienced paralegal to draft documents and meet with clients. Over the past 5 years, we have figured out how to streamline the drafting and review process for paralegals; so that you can focus on your client’s needs and serve them well. As a result, your value will be maximized, and the number of administrative tasks is greatly reduced.

Since we are a flat-rate based firm, there are no billable hours to track. Your time and focus are spent on your clients.

About The Role The Estate Planning Paralegal role is a full-time, in-office position in Nassau County. We provide extensive training. After learning our methodology and demonstrating Estate Planning knowledge and expertise, you will have the opportunity meet with client prior to their attorney meeting, answering their questions and explaining the “McAdoo Difference.”

Training You will receive training on Estate Planning concepts, the plans and packages that McAdoo Estate Planning offers, our methods for drafting documents, and our quality assurance procedures. Our team fosters a collaborative environment where you can always turn for support and assistance.

Who We’re Looking For

1 to 5 years of Estate Planning Paralegal experience

Experience drafting 50+ Estate Plans

The ability to explain why Probate is terrible and Trusts are a more suitable in all cases

Elder Law experience a plus

An optimistic and driven attitude

Intuitive with great attention to detail

Strong organizational skills

Great communication skills and office acumen

Confidence to explain legal concepts in plain English

About the Position

$100K to $150K

Full-time, In-Office

Office is in Mineola, Nassau County

Paid Time Off

Medical Benefits

Responsibilities

Prepare legal documents including wills, trusts, and powers of attorney.

Assist clients in understanding estate planning options and processes.

Conduct client meetings to gather necessary information for estate planning.

Manage case files and ensure all documentation is accurate and up-to-date.

Provide excellent customer service and follow up with clients post-consultation.

Collaborate with attorneys to streamline the estate planning process.

Support marketing efforts to promote estate planning services and increase client engagement.

About the Firm We’re a high volume, client centered Estate Planning law firm with consistent year-over-year growth, with multiple attorneys and locations. We provide the training, systems, and personnel to ensure your success.

How to Apply Please email your resume and brief cover letter to: Scott at hr@nycestateplans.com