Prepare legal documents including wills, trusts, powers of attorney, and advance healthcare directives.
Assist with probate processes, including preparing court filings, managing documentation, and communicating with beneficiaries/executors.
Conduct legal research to support estate planning strategies and ensure compliance with federal and state laws.
Support estate-related litigation by preparing pleadings, discovery documents, and trial materials.
Review, analyze, and draft various real estate contracts, including purchase and sale agreements, leases, and deeds, ensuring compliance with New York state-specific requirements.
Conduct preliminary title reviews and coordinate with title companies to identify and resolve issues such as liens, easements, and encumbrances.
Manage real estate transaction closings by preparing closing checklists, coordinating with all parties, and compiling necessary documentation.
Assist with the preparation of documents related to real estate financing, including mortgage and loan agreements.
Liaise with clients to gather necessary information, explain legal concepts, and provide case updates.
Maintain organized and compliant client files, ensuring accuracy and confidentiality.
Utilize legal case management software (e.g., Lawmatics, Clio, LexisNexis, Westlaw, Casetext, or similar).
Requirements
Bachelor’s degree in Law and/or Juris Doctor degree preferred.
Minimum 2 years of experience working in a U.S. law firm (Estate Planning and/or Real Estate Law).
Strong knowledge of New York Trust & Estate Planning.
Proven experience in legal research, case discovery, and legal writing.
Familiarity with case management systems (Lawmatics, Clio, eImmigration, Foreign Program, etc.).
Advanced fluency in American English (written and oral).
Excellent personal presentation, professional telephone manner, and strong interpersonal skills.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.