Paralegal

Sheryll Law, PC

Paralegal

Riverhead, NY
Paid
  • Responsibilities

    Sheryll Law, P.C. is seeking an experienced Paralegal with a strong background in Estate Planning, Medicaid, Probate, and Trust & Estates to join our team. The ideal candidate is detail-oriented, highly organized, and comfortable handling a variety of tasks in a fast-paced legal environment. This role requires excellent communication skills, the ability to work independently, and a proactive approach to client matters. Responsibilities: • Conduct interviews with clients to gather information about their legal issues • Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings • Coordinate law office activity, including the drafting subpoenas and coordinating with process servers • Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer • Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed • Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), Powers of Attorney, Health Care Proxies, and other estate planning documents. • Manage client intake and information gathering for estate plans. • Coordinate document execution and ensure compliance with state requirements. • Prepare and submit Medicaid applications for long-term care. • Assist clients with gathering required financial documents and eligibility paperwork. • Work with clients and financial institutions to ensure proper asset structuring for Medicaid eligibility. • Assist with estate administration, including drafting petitions for probate and administration. • Prepare inventories, accountings, and related court filings. • Communicate with clients, courts, and financial institutions regarding estate and trust matters. • Track estate deadlines and ensure compliance with Surrogate’s Court procedures. • Serve as a key point of contact for clients, keeping them informed throughout their case. • Maintain organized client files and case tracking through case management software. • Coordinate with attorneys to ensure timely completion of legal matters. • Conduct legal research as needed. Qualifications: • 3 years of experience in legal services under an attorney or lawyer in a law firm setting • Must have completed an ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired • Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education • Must have strong interpersonal skills and talent for writing and grammar • Candidates should possess high-level organizational skills, and time-management skills • Minimum 3-5 years of experience as a paralegal in Estate Planning, Medicaid, Probate, and Trust & Estates. • Education: Paralegal certificate or equivalent experience required; bachelor's degree preferred. • Proficiency in drafting estate planning and probate documents • Excellent organizational skills and attention to detail. • Strong communication and client service skills. • Ability to work independently to meet deadlines. • Proficiency in legal practice management software and familiarity with Microsoft Office Suite. Benefits : • Health insurance • Retirement plan options • Paid time off • Professional development opportunities. Salary : Competitive, based on experience. Compensation: $56,000 - $61,000 yearly

    • Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), Powers of Attorney, Health Care Proxies, and other estate planning documents. • Manage client intake and information gathering for estate plans. • Coordinate document execution and ensure compliance with state requirements. • Prepare and submit Medicaid applications for long-term care. • Assist clients with gathering required financial documents and eligibility paperwork. • Work with clients and financial institutions to ensure proper asset structuring for Medicaid eligibility. • Assist with estate administration, including drafting petitions for probate and administration. • Prepare inventories, accountings, and related court filings. • Communicate with clients, courts, and financial institutions regarding estate and trust matters. • Track estate deadlines and ensure compliance with Surrogate’s Court procedures. • Serve as a key point of contact for clients, keeping them informed throughout their case. • Maintain organized client files and case tracking through case management software. • Coordinate with attorneys to ensure timely completion of legal matters. • Conduct legal research as needed.

  • Compensation
    $56,000-$61,000 per year