Job Description Job Description
Overview
A a growing and highly regarded elder law and estate planning firm, is seeking an experienced, organized, and proactive professional to join our team in a Senior Paralegal / Senior Legal Assistant capacity.
This role is designed for a seasoned candidate who can operate in a fast-paced environment, take ownership of responsibilities, and play a key role in both case management and firm operations. Depending on experience and skillset, the successful candidate will function in either a Senior Paralegal position (legal drafting and case management focused) or a Senior Legal Assistant position (operations, client management, and workflow focused).
You will work directly with the managing attorney and become an integral part of the firm's continued growth.
Practice Areas
- Estate Planning (Wills, Revocable & Irrevocable Trusts, Advance Directives)
- Probate & Estate Administration
- Guardianships (Article 81 & Article 17-A)
- Medicaid Planning & Applications
- Special Needs Planning
Senior Paralegal Position (Legal / Case Management Focus)
For candidates with strong drafting skills and experience managing matters from intake through completion.
Key Responsibilities
- Draft and prepare complex legal documents, including wills, trusts, powers of attorney, and health care proxies
- Prepare probate and administration petitions, accountings, and supporting filings
- Assist with guardianship proceedings and court submissions
- Support Medicaid applications, eligibility analysis, and document collection
- Manage probate and estate administration matters from intake through final distribution
- Communicate with clients, courts, and third parties
- Track deadlines and ensure timely filings and compliance
Qualifications
- 2-5+ years of experience in estate planning, probate, elder law, or related field
- Strong familiarity with New York Surrogate's Court procedures preferred
- Experience with Medicaid or guardianship matters strongly preferred
- Ability to manage multiple matters independently
Senior Legal Assistant position (Operations / Client Management Focus)
For candidates who excel in organization, scheduling, and keeping a law firm running efficiently.
Key Responsibilities
- Serve as the primary point of contact for incoming calls and client inquiries
- Manage attorney calendar, consultations, and follow-ups
- Coordinate client intake and document collection
- Prepare and format legal documents and correspondence for attorney review
- Communicate with courts, financial institutions, and third parties
- Maintain and update case management systems (e.g., LEAP)
- Track deadlines, appointments, and ensure smooth workflow across matters
- Provide day-to-day operational support to the attorney
Qualifications
- 3+ years of experience as a legal assistant or in a law firm setting
- Strong understanding of law firm operations and client management
- Excellent organizational and time management skills
- Ability to prioritize and multitask in a deadline-driven environment
What We're Looking For (Both Tracks)
- Highly organized and detail-oriented
- Professional, responsive, and client-focused
- Strong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Proactive, dependable, and solution-oriented
What Sets This Role Apart
- Direct collaboration with the managing attorney
- High level of responsibility and autonomy
- Meaningful work supporting families and vulnerable individuals
- Opportunity to grow within a dynamic and expanding firm
Compensation
Competitive and commensurate with experience and track placement.
To Apply
Please submit your resume and a brief cover letter indicating:
- Which track you are applying for (Senior Paralegal or Senior Legal Assistant)
- Your relevant experience, and
- Three references.
