Estate Planning & Elder Law Paralegal

Job Description

Job Description

Join a Firm Where Excellence Is the Standard

Estate Planning & Elder Law Paralegal

Elmsford, New York | Full-Time | Fully In-Office

$73,000+ Base + Benefits + 401(k) + Pension + PTO + Bonus

Be part of a growing team committed to exceptional legal work, outstanding client service, and building meaningful careers.

 

About the Firm

We are a growing Estate Planning and Elder Law firm committed to providing exceptional legal work and an outstanding client experience. As we enter an exciting period of growth, we have in place a high-performing team that values excellence, accountability, collaboration, and integrity.

 

Our clients come to us during some of the most important and often difficult times in their lives. We believe they deserve not only excellent legal guidance, but also a team that is responsive, compassionate, proactive, and genuinely invested in helping them.

 

We are looking for an experienced Estate Planning & Administration/Elder Law/Tax Paralegal who wants more than a job—they want to build a career, take ownership of their work, grow professionally, and contribute to the continued success of the firm.

 

The Opportunity

The Estate Planning/Elder Law Paralegal will play an important role in supporting attorneys and managing client matters from engagement through completion.

 

This position is ideal for someone who is highly organized, detail-oriented, proactive, and energized by working in a growing practice. The right candidate will be someone who takes pride in doing excellent work, anticipates what needs to be done, follows through on commitments, and understands that every client interaction matters.

 

As the firm continues to grow, this role will have opportunities for increased responsibility, professional development, and leadership.

 

Key Responsibilities

• Support attorneys with Estate Planning, Elder Law and Tax matters from initial engagement through completion.
• Prepare, organize, and maintain legal documents, correspondence, forms, and client files.
• Assist with preparation and coordination of estate planning documents and related legal materials.
• Assist with Elder Law matters, including document gathering, client communications, and matter coordination.
• Communicate professionally and compassionately with clients, family members, attorneys, and other professionals.
• Maintain accurate and organized electronic and physical files.
• Track deadlines, follow-ups, appointments, and outstanding client information.
• Coordinate with attorneys and other team members to ensure matters move forward efficiently.
• Proactively identify missing information, potential issues, and upcoming deadlines.
• Assist with client intake, document collection, and preparation for meetings.
• Help ensure matters are completed accurately, efficiently, and in accordance with firm processes.
• Maintain confidentiality and exercise sound judgment when handling sensitive client information.
• Contribute ideas to improve systems, processes, workflows, and the overall client experience.
• Take ownership of assigned matters and follow through without requiring constant supervision.
• Support a collaborative, team-oriented environment where everyone contributes to the success of the firm.

 

What We Are Looking For

Non-Negotiable Qualities

These qualities are essential to success in our firm:

• Integrity – You do the right thing, even when no one is watching.
• Attention to Detail – You notice the small things and understand that accuracy matters.
• Energy – You bring enthusiasm, positivity, and a willingness to contribute.
• Preparedness – You come prepared, anticipate needs, and take initiative.
• Curiosity – You ask thoughtful questions, want to understand the “why,” and are eager to learn.
• Strong Work Ethic – You are dependable, accountable, and committed to producing excellent work.
• Personality – You enjoy working with your colleagues and engaging clients, and others involved with your work, and you bring a welcoming nature and perspective to all your engagements

 

Qualifications

• Prior experience as an EP and/or Elder Law paralegal
• Strong understanding of legal procedures, document preparation, and matter management.
• Excellent written and verbal communication skills.
• Exceptional organizational and time-management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple matters, priorities, and deadlines.
• Ability to work independently while also collaborating effectively with a team.
• Strong client-service orientation and professionalism.
• Ability and willingness to learn new systems, technology, and processes.

 

Our Core Values

Our culture is built around five core values:

 

· Excellence – We Set the Standard . We hold ourselves to a high standard and continually look for ways to improve our work.

· Client First – Every Client Matters . We remember that behind every matter is a person or family who is relying on us.

· Accountability – Own It . We take responsibility for our work, our commitments, and our results.

· One Firm, One Team – We Win Together . We collaborate, support one another, share knowledge, and understand that our collective success matters.

· Integrity – Do the Right Thing Always . We act honestly, ethically, and responsibly in every interaction and decision.

 

Our Vision

We intend to continue building a premier Estate Planning and Elder Law firm recognized for exceptional legal work, outstanding client service, and a strong, collaborative team culture.

 

We are growing intentionally—not simply to handle more matters, but to strengthen our people, systems, and processes so that we can expand our reach, touch more lives, and continue to provide an exceptional experience for every client.

 

We are investing in our people through training, mentorship, professional development, and opportunities for increased responsibility and advancement.

 

We are also becoming increasingly process-driven and technology-enabled, creating systems and workflows that allow our team to work efficiently, consistently, and collaboratively.

Our goal is to create a firm where talented professionals can build a career—not simply have a job.

 

We want team members who are excited about growth, embrace accountability, value collaboration, and want to contribute ideas that make the firm better.

 

Compensation & Benefits

• $73,000+ base salary
• Medical Coverage
• 401(k)
• Pension
• 12 days of PTO
• 2 days of bereavement leave
• 9 paid holidays
• End-of-year performance review
• End-of-year bonus opportunity
• Annual Firm contribution toward Continuing Education
• Opportunities for professional development, increased responsibility, and career growth

 

Schedule: Monday–Friday, 9:00 AM–6:00 PM

Employment Type: Full-Time

 

If excellence, integrity, accountability, and teamwork describe how you approach your work, this may be the opportunity for you.

 

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

 

Job Type: Full-time