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Estate Planning + Elder Law Paralegal

Company: Yana Feldman & Associates, PLLC
Location: Passaic
Posted on: September 19, 2022

Job Description:

Looking for a great paralegal to join the team at our Brooklyn-based boutique Estate Planning and Elder Law Firm.

We're hiring a paralegal to assist in preparing estate planning documents, funding trusts, coordinating law office activity, and conducting legal research. Applicants should be experienced, highly organized professionals with great attention to detail. If this sounds like a job you'll love, apply below.

The ideal candidate is both compassionate and productive, with the right combination of empathy, communication skills, attention to detail, and technical know-how. You'll play an integral role in creating memorable client experiences for individuals and families who are trying to protect and plan their legacies.

If your resume meets our qualifications, we will contact you to complete a written interview prior to scheduling an in-person (virtual) interview.

This job is based in Brooklyn so please do NOT apply if you are not available to work in our Industry City office, but we are open to some remote work options after onboarding and training.

To apply, please make sure you upload a short cover letter about your interest/experience in estate planning elder law as well as a resume.

Responsibilities:
--- Follow up with retained clients to confirm and finalize their estate plan details.
--- Draft estate planning documents using our drafting software, based on directions of attorney.
--- Review documents with clients and assist at signings.
--- Coordinate with our admin staff to schedule and arrange document signings.
--- Prepare deeds and assignment documents to transfer assets into the trust.
--- Assist clients in transferring financial accounts and any other assets into the trust.
--- Keep contemporaneous time records of all tasks.
--- Ensure all documents, drafts, and final documents are properly saved per office policy.
--- Lead weekly case status update meetings with the case manager and monthly with the owner.
--- Maintain up-to-date notes on all matters in our case management system.
--- Help co-workers and clients as needed.

Qualifications:
--- Experience at an estate planning or elder law firm.
--- Great time-management and organizational skills
--- Comfortable with a computer and demonstrate proficiency with common office applications (Word, Excel, Gsuite, Google, and so on).
--- Excellent spelling and grammar.
--- We will ask you to demonstrate a penchant for accuracy and attention to detail, which are required to avoid mistakes that can cost our clients (and us) dearly.
--- Excellent and empathetic verbal and written communication skills are required.
--- We sometimes work with people experiencing a combination of stress, anxiety, sadness, confusion, and sometimes anger. We are looking for someone who can dig in to find how to help people (even when they seem unlovable). If this sounds like you, we look forward to meeting you.

About Company:
We are Legacy Lawyers - our firm helps our clients create and protect a legacy for their families.

Our lawyering is compassionate, competent and creative.

We help parents take care of their children and children take care of their parents.

We want to create a lifelong relationship with our clients and that starts by making sure their experience with our firm is positive and productive. We are growing fast, and we are investing time and energy in building our A-Team.

Our firm embraces technology to enhance both the client experience and our own. We are always learning how we can work smarter.

Compensation depends on experience and qualifications.

Benefits include health insurance, PTO and paid holidays, 401k w matching, etc..

Keywords: Yana Feldman & Associates, PLLC, Passaic , Estate Planning + Elder Law Paralegal, Legal , Passaic, New Jersey

Click here to apply!

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