Estate Planning, Administration, and Real Estate Paralegal
Position Overview
We are seeking a highly organized, detail-oriented, and motivated paralegal to join our collaborative team. This dynamic role focuses on estate planning and estate administration, offering a unique opportunity to work closely with clients at meaningful stages in their lives. The ideal candidate is proactive, client-focused, and eager to grow within a supportive and welcoming firm.
About the Meier Law Firm, PLLC
The Meier Law Firm, PLLC is a woman-owned, client-centered law firm located in Latham, NY. We are proud to serve individuals and families across a wide range of legal needs, with a primary focus on estate and trust planning, estate and trust administration, elder law, Medicaid planning, guardianships, and real estate. Our team is dedicated to providing top-tier legal counsel with compassion, dignity, and without judgment.
Key Responsibilities
Estate Administration:
- Prepare and file probate and administration petitions, notices, and supporting documents with the Surrogate’s Court.
- Communicate professionally with clients, beneficiaries, court personnel, and other stakeholders.
- Assist with inventorying and valuing estate assets, including real property, personal effects, and financial accounts.
- Coordinate filings with relevant government agencies and manage estate timelines and deadlines.
Estate Planning:
- Assist attorneys in drafting and assembling estate planning documents (wills, trusts, powers of attorney, health care proxies, etc.).
- Participate in client meetings and help gather information needed to tailor estate plans.
- Coordinate and attend document signing appointments; ensure compliance with execution formalities.
- Maintain and update client files, track key milestones, and follow up with clients as needed.
Qualifications
- Bachelor’s degree, Paralegal Certificate preferred, or equivalent professional experience.
- Prior experience in estate planning and estate administration strongly preferred.
- Strong written and verbal communication skills.
- Excellent attention to detail, with the ability to manage multiple priorities efficiently.
- Proficiency in Microsoft Office (Word, Excel); experience with Clio or other case management software a plus.
- Comfortable working independently and collaboratively in a fast-paced environment.
- Strong client service skills and a results-oriented mindset.
- A sense of humor and a can-do attitude are essential!
Why Join Us
- Join a compassionate, inclusive, and empowering all-woman team.
- Make a genuine impact by helping families navigate complex legal matters.
- Enjoy opportunities for professional development and career growth.
- Competitive salary and comprehensive benefits package.
To Apply
Please submit your resume, cover letter, references, and salary requirements to [email protected]. We look forward to hearing from you!
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
- Monday to Friday
Work Location: In person
