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HE
Hancock Estabrook, LLP
Trusts & Estates Legal Assistant
Career Insights for Real Estate Agent
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Based on New York data
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What they do
A Real Estate Agent works with clients to help them buy, sell or rent property. Works with and represents either a buyer or a seller in real estate transactions, and specializes in residential, commercial or other types of property. Offers clients up to date knowledge of local communities, real estate markets and prices. May be licensed to operate a real estate business.
$92,158 / year median in New York
+4% projected growth
Job Description
Hancock Estabrook, LLP one of Upstate New York's leading law firms, is seeking a full-time Trusts & Estates Legal Assistant. Responsibilities
- Provide administrative and legal support to attorneys in the Trusts & Estates practice group.
- Prepare, revise, and format estate planning documents including , powers of attorney, and health care directives.
- Coordinate the execution of estate planning documents, including scheduling signing meetings and arranging witnesses and notaries.
- Assist with probate and estate administration matters, including preparation of court filings and related documents.
- Maintain and organize client files within the firm's document management system.
- Communicate with clients, financial institutions, and other third parties regarding document requests and administrative matters.
- Manage attorney calendars, schedule client meetings, and track important deadlines.
- Prepare engagement letters, open new matters, and assist with client intake processes.
- Enter attorney time and assist with billing and expense processing as needed.
- Maintain strict confidentiality when handling sensitive client and financial information. Qualifications
- Prior experience as a legal assistant or paralegal in trust and estates law. 2+ years highly preferred.
- Strong documents, probate procedures, and trust administration.
- Proficiency with Microsoft Office programs (Word, Outlook, Excel).
- Excellent attention to detail, organization, and time management skills.
- Strong written and verbal communication skills, including the ability to interact professionally with clients and third parties.
- Ability to handle confidential information with discretion.
- Comfortable working independently and as part of a team in a fast-paced legal environment.
- Ability to multitask and prioritize tasks for multiple attorneys.
- Notary Public (or willingness to become one).