Estate Paralegal

Job Description

Job Description

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. 
• Prepare and coordinate Surrogate’s Court petitions, filings and supporting documentation. 
• Assist with complex estate matters, including deceased distributees, guardianships and other issues affecting distribution. 
• Coordinate with New York and out-of-state estate attorneys when outside estate proceedings are necessary. 
• Communicate directly with clients and families regarding estate requirements, outstanding documentation and case status. 
• Review estate documents, court orders, Letters Testamentary/Administration and related materials. 
• Track deadlines, outstanding documents and next steps for all assigned matters. 
• Work closely with the firm’s attorneys and VCF team to ensure estate issues do not unnecessarily delay claims or distributions. 
• Maintain detailed and accurate case notes and documentation in the firm’s case management system. 
• Serve as a resource to other staff regarding estate procedures and documentation. 
• Identify complicated or unusual estate issues and escalate them to the appropriate attorney. 
• Assist with maintaining consistent procedures and quality standards within the department. 

Qualifications

• Prior paralegal experience involving estates, probate, Surrogate’s Court or trusts and estates strongly preferred. 
• Experience independently managing a caseload and communicating directly with clients. 
• Strong knowledge of legal documents, court filings and estate administration procedures. 
• Excellent written and verbal communication skills. 
• Strong organizational skills and attention to detail. 
• Ability to manage multiple deadlines and priorities. 
• Comfortable working with families regarding sensitive matters involving deceased loved ones. 
• Proficiency with Microsoft Office and legal case-management/CRM systems. 
• Ability to work collaboratively while also managing matters independently.