Estate Planning + Elder Law Paralegal
Company: Yana Feldman & Associates, PLLC
Posted on: September 19, 2022
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
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
--- 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
--- Prepare deeds and assignment documents to transfer assets into
--- 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
--- Help co-workers and clients as needed.
--- 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
--- 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.
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
Keywords: Yana Feldman & Associates, PLLC, Passaic , Estate Planning + Elder Law Paralegal, Legal , Passaic, New Jersey
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