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Paralegal - Estate Planning


  • Atticus, Inc.
  • 01/10/22
  • Pleasantville, NY
  • 10570
  • $37,000 - $47,000 / Yearly
  • Full-Time
Meyer & Spencer, PC, is a boutique law firm specializing in estate planning, probate and elder law. We have been providing outstanding, timely and value-based legal services since 1993. We pride ourselves on giving each client personal attention. Our firm is searching for an experienced paralegal to join our Pleasantville office.

We value our staff and offer:

401k
Paid Time Off
12-14 holidays
Bonus potential
Growth potential
Team environment
Convenient location with free parking

Waiting period applies. Subject to change without notice.

About Us

Our team is like a work family. We work well together, support each other and everyone is accessible to answer questions and to help out. We have procedures in place, but we dont micromanage we know there may be more than one way to complete a project. We realize that sometimes, life happens and there are times when you need flexibility at work. We also believe in work/life balance and rarely have weekend work. Our firm is part of our community and we participate in community events.

Our ideal candidate has 3-5 years experience in trusts and estate/elder law/estate planning. Guardianship experience is also helpful but not required. You should be self-motivated, proactive, and enjoy working independently while also being a team player with great problem-solving skills.

Duties include but are not limited to:

Completing Medicaid applications
Working with estates of various sizes and complexities
Drafting estate planning and elder law documents
Interacting with clients regarding various planning documents

Experience & Qualifications

3-5 years experience in trusts and estate/elder law/estate planning
Associates degree preferred
Proficient in Microsoft Office programs: Outlook, Word, Excel
Experience with Clio is helpful
Excellent communication skills both verbal and written
Excellent attention to detail
Highly organized

Salary is commensurate with experience.

This position will begin as in-office so you can build relationships with our team and there is potential to become a hybrid position with some remote work from your home office.

Since we deal with older clients on a regular basis, we are accepting applications from COVID-19 vaccinated candidates only.

To apply for this opportunity, please submit a detailed resume as well as a cover letter telling us why you are seeking a new position as well as why you are the best candidate for our firm. You are also requested to complete the Indeed skill assessment that will be sent to you.

Emails sent directly to the firm, phone calls and walk-in applications will not be considered. No agencies please.

Only those candidates being considered will be contacted.

Full-time
Salary range: $37,000 to $47,000 depending on qualifications

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