Legal Assistant - Paralegal
Company: Sheryll Law, PC
Posted on: September 17, 2023
At Sheryll Law, P.C., we are currently seeking an experienced,
diligent, and highly organized Estate Planning Paralegal to join
our expanding team. The ideal candidate will possess a deep
understanding of estate planning principles and will work closely
with our attorneys to provide superior service to our clients in
all aspects of estate planning, trust administration, and probate
--- Assist attorneys with the drafting, reviewing, and finalizing
of estate planning documents, including wills, trusts, powers of
attorney, and healthcare directives.
--- Conduct legal research related to estate planning, probate, and
--- Coordinate and schedule client meetings, manage follow-up
communication, and ensure timely delivery of legal services.
--- Organize and maintain client files, ensuring confidentiality
and compliance with ethical guidelines.
--- Work with court personnel, clients, and other professionals to
facilitate the probate process and other legal proceedings.
--- Prepare and file legal documents with appropriate entities,
such as county clerks, probate courts, and tax agencies.
--- Assist with the valuation and distribution of assets within
trusts and estates.
--- Collaborate with the firm's attorneys to develop estate
planning strategies tailored to clients' specific needs.
--- Associate's Degree required, Bachelor's degree preferred.
--- Paralegal certification preferred.
--- Minimum 3 years of experience in estate planning, trust
administration, or probate.
--- Strong research, writing, and communication skills.
--- Proficient in legal research tools and case management
--- Attention to detail and the ability to manage multiple tasks
--- Ability to work independently and as part of a collaborative
Our firm helps people protect their hard-earned legacy from
probate, long-term care expenses, and unnecessary taxes by planning
ahead. We believe everyone should make an estate plan to protect as
much of their money as possible.
We are here to guide our clients through the complicated probate,
tax, and long-term care laws, achieve positive results, and help
them provide a legacy for their families. It is incredibly
important to us that our clients come out of an extremely emotional
process where their future may quite literally be on the line
feeling that they had a legal team behind them who really cared,
fought for them, and gave them a voice.
Keywords: Sheryll Law, PC, West Haven , Legal Assistant - Paralegal, Legal , Riverhead, Connecticut
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