Portfolio Careers

• NYC Penn Station Location*
  
  

This is a temp to perm position, contract trial basis to turn into full time employment.

Salary commensurate with experience.

Litigation is a plus but is not required.

As a Paralegal, you will manage all aspects of active matters in:

Estate Planning, Medicaid Planning, Litigation, Special Needs Planning

✔ New York & New Jersey Surrogate’s Courts – Probate, Administration, fiduciary support

✔ Article 81 Guardianship Proceedings – drafting petitions, communicating with parties, Mental Hygiene Court appearances

✔ Estate Planning – assisting with Trusts, Wills, POAs, Healthcare Proxies

✔ Real Property Transfers – preparing deeds and NYS transfer forms using ACRIS

Your Responsibilities Will Include

• Meeting and consulting with clients
• Drafting petitions, motions, and estate-planning documents
• Keeping clients informed and responding to inquiries promptly
• Appearing in court as needed
• Coordinating with the managing attorney on strategy
• Managing deadlines, communications, and files in Clio Manage
• Performing legal research
• Participating in weekly and monthly case reviews and team meetings
  
  

Tools & Platforms You’ll Use

Clio Manage, WealthCounsel, Lexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, Zoom, MS Teams, ACRIS, Vonage Business Communications, and NYSBA community forums.

Ideal Candidate

• Licensed in New York (New Jersey a strong plus)
• 3-5 years experience in estate planning and/or Surrogate’s Court matters
• Organized, proactive, responsive, and comfortable handling clients directly
• Able to manage a varied caseload with professionalism and empathy