Estate Paralegal

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.