Paralegal

Coughlin & Gerhart LLP • Village of Walton, NY

1d • $24 - $34

About The Position

Coughlin & Gerhart, LLP is seeking a dedicated and detail oriented full-time paralegal to join our Trusts & Estates department. Prepare, review, and interpret estate planning documents, i.e., Wills, Trusts, etc., to effectively determine the course of action required to administer estates and trusts. Accurately prepares court forms for estate and trust administration, guardianships, etc.

Requirements

• Competency in reading and comprehension. Ability to communicate effectively in writing as appropriate for the needs of the audience.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Attention to detail and accuracy in document preparation and review.
• Ability to work independently, while also collaborating effectively within a team environment.
• Knowledge of probate procedures, estate administration, and tax implications related to trusts and estates.
• High school diploma required; AAS degree preferred.

Nice To Haves

• Notary Public License highly desired.
• Bachelor’s degree and/or paralegal certificate from an accredited program or previous experience (2+ years) working as a paralegal in Trusts & Estates or related field highly desired.

Responsibilities

• Assist attorneys in drafting estate planning documents such as wills, trusts, powers of attorney, and healthcare directives.
• Organize and maintain client files, ensuring all documents are accurate and up to date.
• Conduct legal research on trust and estate issues, staying informed about current laws and regulations.
• Communicate with clients to gather information, provide updates, and address basic inquiries under attorney supervision.
• Prepare probate court forms and filings, including petitions, motions, and asset inventories.
• Coordinate with financial institutions, accountants, and appraisers to gather necessary information for estate administration.
• Schedule appointments, meetings, and court hearings, and assist in maintaining attorney calendars.
• Assist in the execution of estate plans and trust agreements, including asset transfers and beneficiary designations.
• Review and summarize trust and will documents, ensuring accuracy in administrative proceedings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees