Experienced Probate Paralegal

About the Role

Safe Harbor Wills & Trusts is seeking an experienced Probate & Estate Administration Paralegal to support our growing probate practice. This is a contract position with the potential to develop into a full-time role for the right candidate.

Responsibilities

• Review existing probate and estate administration files and determine status
• Identify missing documents, filings, signatures, and next steps
• Prepare Surrogate's Court petitions, waivers, consents, affidavits, notices, receipts, and releases
• Follow up with clients, fiduciaries, beneficiaries, courts, and financial institutions
• Assist with asset collection, transfers, distributions, inventories, and accountings
• Move stalled or aging files toward completion
• Maintain clear file notes and task lists
• Identify issues requiring attorney involvement

Qualifications

• 3 years of experience in legal services under an attorney or lawyer in a law firm setting
• Significant probate and estate administration experience
• Ability to take over existing matters with minimal supervision
• Strong organizational and follow-up skills
• Ability to manage multiple active files
• Excellent written and client communication skills
• New York Surrogate's Court experience strongly preferred
• Candidates with paralegal professional certification or advanced paralegal education will receive preference
• Strong oral and written communication skills
• Great time-management and organizational skills

Pay

Compensation: $50,000 - $55,000 yearly

About the Company

We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team assists families in navigating the complexities of long-term care financing. If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you.