Legal Assistant Paralegal Job at Russell Tobin, New Hyde Park, NY

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  • Russell Tobin
  • New Hyde Park, NY

Job Description

Elder Law & Estate Planning Paralegal / Legal Assistant

Location: New Hyde Park, NY (Onsite)

Compensation: $55,000- 70,000

Our client is seeking an experienced Elder Law & Estate Planning Paralegal / Legal Assistant to join their growing legal team in Lake Success, NY. This is an excellent opportunity for a detail-oriented legal professional with strong experience in estate planning documentation, client counseling, and numbers-heavy casework , particularly involving tax planning/preparation and Medicaid matters .

The ideal candidate will bring a strong background supporting attorneys in elder law and estate planning matters, with the ability to manage documentation, communicate effectively with clients, and handle multiple priorities in a fast-paced environment.

Key Responsibilities

  • Prepare, review, and summarize estate planning and elder law documents
  • Assist with documentation related to asset protection, estate planning, estate administration, and related matters
  • Support tax planning/preparation and Medicaid-related casework
  • Communicate directly with clients regarding case status, documentation needs, and next steps
  • Maintain, organize, and manage client files, records, spreadsheets, and supporting materials
  • Assist attorneys with drafting, reviewing, and finalizing legal documents
  • Provide general administrative and legal support to attorneys as needed

Qualifications

  • 4–7 years of experience as a Paralegal or Legal Assistant , preferably within elder law and estate planning
  • Hands-on experience with estate planning document preparation
  • Strong client counseling / client-facing communication skills
  • Experience with tax planning/preparation and Medicaid-related matters
  • Familiarity with NYSCEF e-filing
  • Highly organized with strong attention to detail
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Proficiency in Microsoft Word, Excel, and Outlook

Ideal Candidate

  • Reliable, proactive, and highly organized
  • Comfortable working closely with both attorneys and clients
  • Strong team player who takes ownership of their work
  • Able to thrive in a busy, in-person legal environment

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