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About the Role
This is a specialized position for an experienced paralegal who is comfortable independently managing estate-related matters, working with families, attorneys and outside estate counsel, and navigating Surrogate’s Court procedures. The ideal candidate is organized, compassionate, detail-oriented, and able to manage multiple matters at different stages.
Responsibilities
- Manage estate-related matters involving deceased VCF claimants and award distributions.
- Prepare and coordinate Surrogate’s Court petitions, filings and supporting documentation.
- Assist with complex estate matters, including deceased distributees, guardianships and other issues affecting distribution.
- Coordinate with New York and out-of-state estate attorneys when outside estate proceedings are necessary.
- Communicate directly with clients and families regarding estate requirements, outstanding documentation and case status.
- Review estate documents, court orders, Letters Testamentary/Administration and related materials.
- Track deadlines, outstanding documents and next steps for all assigned matters.
- Work closely with the firm’s attorneys and VCF team to ensure estate issues do not unnecessarily delay claims or distributions.
- Maintain detailed and accurate case notes and documentation in the firm’s case management system.
- Serve as a resource to other staff regarding estate procedures and documentation.
- Identify complicated or unusual estate issues and escalate them to the appropriate attorney.
- Assist with maintaining consistent procedures and quality standards within the department.
Requirements
- Prior paralegal experience involving estates, probate, Surrogate’s Court or trusts and estates strongly preferred.
- Experience independently managing a caseload and communicating directly with clients.
- Strong knowledge of legal documents, court filings and estate administration procedures.
- Excellent written and verbal communication skills.
- Strong organizational skills and attention to detail.
- Ability to manage multiple deadlines and priorities.
- Comfortable working with families regarding sensitive matters involving deceased loved ones.
- Proficiency with Microsoft Office and legal case-management/CRM systems.
- Ability to work collaboratively while also managing matters independently.
Skills
- Estate management
- Surrogate's Court procedures
- Client communication
- Legal document review
- Case management
- Microsoft Office
- Legal case-management/CRM systems
Location
- Hauppauge, NY
Work Type
- Full-Time
- On-Site
Experience Level
- Senior
About the Company
- Hansen & Rosasco, LLP, a law firm specializing in claims related to the September 11th Victim Compensation Fund (VCF).