Estate Planning Paralegal

Bonham Solutions
  • Garden City, New York
  • $50,000–$100,000 Per Year
30+ days ago

Job Description

An established estate planning firm in Garden City, New York is looking to add a paralegal to its small, close-knit team. The firm currently consists of one attorney and two paralegals, and the founding attorney — who has led the practice since 2006 — is looking for the right person to grow alongside the firm long-term.

This is a great opportunity for a paralegal who values quality of life, a manageable schedule, and a relaxed, low-drama practice, and who wants to build a long-term career within a stable, established firm.

About the Firm

This is a small, established estate planning practice built on long-term relationships — both with clients and with its team. The firm is selective about who it brings on, and is looking for someone who will be a genuine fit: collaborative, coachable, and invested in the success of the practice. In return, the firm is willing to invest meaningfully in the right person's long-term growth and compensation.

Responsibilities

  • Assist with drafting and preparing estate planning documents including wills, trusts, and powers of attorney
  • Support probate matters, including document preparation and filings
  • Help manage client files, correspondence, and case administration
  • Communicate with clients in a professional, responsive manner
  • Work closely with the firm's attorney and fellow paralegals to keep matters moving efficiently
  • Take on increasing responsibility as trust and experience are established

Qualifications

  • Paralegal certificate or equivalent relevant experience preferred
  • Estate planning, probate, or trusts and estates experience strongly preferred
  • Strong organizational, drafting, and communication skills
  • A collaborative, team-oriented approach and the judgment to work independently as trust is built
  • Willingness and ability to work in the office full-time (remote work — approximately one day per week — may become available after an initial training and trust-building period)

Work Environment & Schedule

  • In-office role based in Garden City, NY
  • Manageable, steady workload with a relaxed office atmosphere
  • No litigation or court appearances, other than probate-related matters
  • A supportive environment built around quality of life and long-term stability, not high-pressure demands

Compensation & Benefits

  • Salary in the $50,000–$100,000 range, with placement based on experience
  • Meaningful opportunities to grow total compensation over time as the right candidate takes on more responsibility and contributes to the firm's growth
  • IRA with employer matching up to 3% of salary, available after an initial trial period
  • Note: the firm does not currently offer a medical insurance plan

Apply today to learn more about this opportunity!

Numbers & Facts

LocationGarden City, New York
Salary$50,000–$100,000 Per Year

Skills

  • Attorneyunmatched
  • Communication Skillsunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Estate Planningunmatched
  • File Managementunmatched
  • Insuranceunmatched
  • Organizational Skillsunmatched
  • Paralegalunmatched
  • Probateunmatched
  • Sales Managementunmatched
  • Team Playerunmatched

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