Legal Assistant - Paralegal

Company: Sheryll Law, PC
Location: Riverhead
Posted on: April 23, 2024

Job Description:

At Sheryll Law, P.C., we are currently seeking an experienced, diligent, and highly organized Estate Planning Paralegal to join our expanding team. The ideal candidate will possess a deep understanding of estate planning principles and will work closely with our attorneys to provide superior service to our clients in all aspects of estate planning, trust administration, and probate matters.

Responsibilities:
--- Assist attorneys with the drafting, reviewing, and finalizing of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
--- Conduct legal research related to estate planning, probate, and tax laws.
--- Coordinate and schedule client meetings, manage follow-up communication, and ensure timely delivery of legal services.
--- Organize and maintain client files, ensuring confidentiality and compliance with ethical guidelines.
--- Work with court personnel, clients, and other professionals to facilitate the probate process and other legal proceedings.
--- Prepare and file legal documents with appropriate entities, such as county clerks, probate courts, and tax agencies.
--- Assist with the valuation and distribution of assets within trusts and estates.
--- Collaborate with the firm's attorneys to develop estate planning strategies tailored to clients' specific needs.

Qualifications:
--- Associate's Degree required, Bachelor's degree preferred.
--- Paralegal certification preferred.
--- Minimum 3 years of experience in estate planning, trust administration, or probate.
--- Strong research, writing, and communication skills.
--- Proficient in legal research tools and case management software.
--- Attention to detail and the ability to manage multiple tasks and deadlines.
--- Ability to work independently and as part of a collaborative team.

About Company:
Our firm helps people protect their hard-earned legacy from probate, long-term care expenses, and unnecessary taxes by planning ahead. We believe everyone should make an estate plan to protect as much of their money as possible.



We are here to guide clients through the complicated probate, tax, and long-term care laws, achieve positive results and help them provide a legacy for their families. It is incredibly important to us that clients come out of an extremely emotional process where their future may quite literally be on the line feeling that they had a legal team behind them who really cared, fought for them, and gave them a voice.

Keywords: Sheryll Law, PC, Westport , Legal Assistant - Paralegal, Legal , Riverhead, Connecticut