Trust & Estate Paralegal

Job Title: Trust and Estate Paralegal
Location: Schenectady, NY 12305
Compensation: $75,000 – $85,000 per year
Schedule: Full-Time, Onsite | Monday–Friday, 8:00 AM – 5:00 PM

Position Overview

We are seeking an experienced Trust and Estate Paralegal to support our probate and estate administration practice. The ideal candidate will have a strong background in surrogate’s court procedures, excellent organizational skills, and the ability to manage a high-volume caseload while providing guidance to junior paralegals.

Key Responsibilities

• Manage full probate and trust administration processes, including document preparation and case progression
• Train, mentor, and oversee junior paralegals to ensure consistent workflows
• Draft wills, trusts, petitions, fiduciary accountings, and handle e-filing in state and local courts
• Track 100+ active matters, manage deadlines, and collaborate with attorneys, clients, and third parties
• Work with CPAs to gather documentation and support fiduciary and estate tax filings
• Improve processes, maintain organized files, and use case management tools such as Clio

Qualifications

• 3–5 years of experience as a paralegal in estate law, probate, or trust administration
• Strong understanding of surrogate’s court procedures and estate timelines
• Previous leadership or mentorship experience
• Excellent client communication skills with professionalism and empathy
• Proven ability to manage a large, deadline-driven caseload
• Proficiency with Microsoft Office, e-filing systems, and case management software (Clio preferred)
• Highly organized, dependable, and able to work independently

What We’re Looking For

• Confident stepping into a supervisory or lead paralegal role
• Strong attention to detail and follow-through
• Compassionate when working with clients during sensitive matters
• Comfortable with technology and firm software
• Team-oriented with a commitment to client service

Benefits

• Health, dental, and vision insurance
• Retirement plan options
• Paid holidays
• Paid time off

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• How many years of Trust & Estate Paralegal experience do you have in total?
• How many years of leadership experience you have in total?

Ability to Commute:

• Schenectady, NY 12305 (Required)

Work Location: In person