Range: $20-$26

The Trust & Estate Paralegal is a professional position responsible for the administration of multiple estate and Medicaid files. The position is at our Main Office in Vestal, NY.

Key Responsibilities:

• Prepare and file probate documents with the Court.
• Meet with clients and attorneys to gather information for the preparation of legal documents or Medicaid documents.
• Work with clients to value, marshal and distribute estate assets.
• Identify and discharge all estate liabilities.
• Maintain and balance estate checking account.
• Preparation of estate and inheritance tax returns.
• Work with tax professionals on the preparation of fiduciary income tax returns.
• Preparation of final accountings and all other related documents required for closing the estate.
• Prepare and file documents with the Department of Social Services.
• Gather and analyze required information for Medicaid applications.
• Assist attorneys and their clients with wealth management to protect assets from the nursing home.
• Assist clients with yearly Medicaid re-certifications.
• Communicate effectively with attorneys, paralegals, and clients. 

Job Requirements and Necessary Skills:

•  2-year or 4-year degree preferred, preferably in Paralegal or related studies, or an accredited Paralegal Certificate, or equivalent combination of education, training, and experience in the legal field. or other professional office setting. 
• Computer proficiency including experience with software applications such as Word, Excel, Outlook. Ability to learn other software applications quickly, such as Netdocs.
• Excellent communication skills, both verbal and written, due to extensive contact with clients, attorneys, courts, government agencies and many others.
• Precise attention to detail and efficient record-keeping required as well as proficiency in formatting business correspondence, spelling, punctuation, grammar, proofreading, and other English language skills.
• Ability to handle large, fast-paced volume of work.
• Ability to lift up to ten pounds.
• Ability to remain stationary position and to move about inside an office building for files/documents as needed.
• Ability to commute to the Vestal Office.

Benefits include: Health, Dental, and Vision insurance; Paid Time Off; Retirement Plans; Long Term Disability Insurance; Life Insurance