Estates Paralegal
Hansen & Rosasco, LLP – Hauppauge, NY
Full-Time | On-Site
Hansen & Rosasco, LLP, a law firm specializing in claims related to the September 11th Victim Compensation Fund (VCF), is seeking an experienced Senior Estates Paralegal to join our team in Hauppauge.
This is a specialized position for an experienced paralegal who is comfortable independently managing estate-related matters, working with families, attorneys and outside estate counsel, and navigating Surrogate’s Court procedures. The ideal candidate is organized, compassionate, detail-oriented, and able to manage multiple matters at different stages.
Key Responsibilities
- Manage estate-related matters involving deceased VCF claimants and award distributions.Â
- Prepare and coordinate Surrogate’s Court petitions, filings and supporting documentation.Â
- Assist with complex estate matters, including deceased distributees, guardianships and other issues affecting distribution.Â
- Coordinate with New York and out-of-state estate attorneys when outside estate proceedings are necessary.Â
- Communicate directly with clients and families regarding estate requirements, outstanding documentation and case status.Â
- Review estate documents, court orders, Letters Testamentary/Administration and related materials.Â
- Track deadlines, outstanding documents and next steps for all assigned matters.Â
- Work closely with the firm’s attorneys and VCF team to ensure estate issues do not unnecessarily delay claims or distributions.Â
- Maintain detailed and accurate case notes and documentation in the firm’s case management system.Â
- Serve as a resource to other staff regarding estate procedures and documentation.Â
- Identify complicated or unusual estate issues and escalate them to the appropriate attorney.Â
- Assist with maintaining consistent procedures and quality standards within the department.Â
Qualifications
- Prior paralegal experience involving estates, probate, Surrogate’s Court or trusts and estates strongly preferred.Â
- Experience independently managing a caseload and communicating directly with clients.Â
- Strong knowledge of legal documents, court filings and estate administration procedures.Â
- Excellent written and verbal communication skills.Â
- Strong organizational skills and attention to detail.Â
- Ability to manage multiple deadlines and priorities.Â
- Comfortable working with families regarding sensitive matters involving deceased loved ones.Â
- Proficiency with Microsoft Office and legal case-management/CRM systems.Â
- Ability to work collaboratively while also managing matters independently.
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