Trusts And Estates Paralegal

Sobo & Sobo is seeking a full-time Trust and Estates Paralegal to work in our Middletown, NY, office. Organization and attention to detail are essential in this fast-paced office. Must be Bilingual-Spanish.

The ideal candidate is highly empathetic and capable of offering our clientele the highest level of service.

Responsibilities include:

All facets of trust and probate administration, including meeting with clients, trustees, and family members; communicating with beneficiaries; Drafting correspondence and legal documents; preparing deeds, asset spreadsheets, and probate pleadings; reviewing bank statements; notarizing documents; and organizing and maintaining client files.

Job Requirements:
Education, training, experience:

• Minimum of 1 year trust & estate paralegal experience preferred, but will train the right candidate
• Highly proactive with attention to detail, dependable, and extremely organized
• Excellent math and computer skills, including at least intermediate command of Word and Excel
• Excellent problem-solving and analytical skills
• Excellent proofreading skills and clear and concise communication skills
• Knowledge of the Probate process and rules, use of judicial council forms
• Bilingual Spanish - a must

BENEFITS

• Medical, Dental, and Vision eligibility starts on the 1st of the month following 60 days of service.
• Long-term disability, short-term disability, and life insurance options are available.
• 401k with company match.
• Work from home 1 day per week after 1 year of service and 3 additional flex WFH days per year.
• 3 work weeks of paid time off plus 7 additional days of sick time.
• Paid holidays and floating holidays.
• Employee Assistance Program.
• Partnership with major retailers and hotels for discounts.
• Aflac discount.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person