Trust and Estate Paralegal

Crisp Recruit • Schenectady, NY

78d • $75,000 - $85,000

About The Position

At DeAngelus Group, PLLC, we guide families, businesses, and individuals through life’s most pivotal moments, whether planning for the future, navigating probate, closing on a home, or building a business. With offices in Schenectady and a modern, welcoming approach to client service, our firm blends deep legal experience with personalized attention in the areas of estate planning, administration, real estate, and business law. Our clients rely on us not just for technical accuracy, but for clarity, communication, and true peace of mind during life’s biggest decisions. We’re hiring a seasoned Trust and Estate Paralegal to lead and strengthen our growing estate administration team. In this high-impact role, you’ll manage estate files from intake through closure, tracking timelines, coordinating with courts and CPAs, and ensuring that every detail is handled with care. You’ll also help train and mentor junior paralegals, bringing leadership and structure to a busy and fast-moving department.

Requirements

• 3–5 years of paralegal experience, with a strong focus on estate administration, probate, or trust cases.
• Proven ability to lead or train junior team members, ensuring consistency, accuracy, and professional growth across a paralegal team.
• Skilled in professional, empathetic communication with families during challenging transitions.
• Exceptionally detail-oriented with a demonstrated ability to manage a high-volume caseload across varied timelines and priorities.
• Confident in using case management tools (Clio experience is a plus), Microsoft Office, digital file systems, and court e-filing portals.
• Self-directed, dependable, and proactive, with the ability to take full ownership of estate cases.

Nice To Haves

• Experience with surrogate’s court procedures and estate timelines from intake through closure.
• Comfortable stepping into a leadership role without hesitation.
• Aligned with the firm’s values of integrity, professionalism, and client-centered service.

Responsibilities

• Oversee the full lifecycle of probate and trust cases, including opening estate files, coordinating with surrogate’s courts, ensuring timely filings, and proper case progression.
• Lead and support a team of junior paralegals by reviewing work product, providing hands-on training, and standardizing workflows.
• Prepare a variety of estate-related documents, including wills, trusts, petitions, letters testamentary, fiduciary accountings, and notices.
• Actively monitor a large volume of open cases, often 100 or more, across different stages of estate planning and administration.
• Serve as the firm’s point of contact with outside accountants, gathering and organizing documentation for estate tax filings and fiduciary returns.
• Develop, document, and improve internal processes related to estate administration and paralegal operations.

Benefits

• Comprehensive benefits package that includes health, dental, and vision insurance.
• Retirement plan options.
• Paid holidays.
• Paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level