Sheryll Law, PC
Riverhead, New York
If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for our clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply!Compensation: $90,000 - $151,000 yearly Responsibilities: Represent clients in court proceedings as needed Maintain client files to ensure they are properly organized and up to date Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action Discuss plans with clients for distributing clients' assets Collaborate with senior partners and paralegals to effectively move files through the civil litigation process Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate Being a mentor to less-experienced team members and an advocate for team member growth and education Contributing to the success of the team, even if it means going outside of your job description Keeping unneeded drama out of the office and contributing to our solid team culture Helping to grow the firm's presence throughout Suffolk and Nassau Counties Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Member in good standing and actively involved with the ABA (American Bar Association) Candidates should be great communicators, specifically in situations when emotions and stress are high 4-year degree with a legal background and J.D. degree are necessary for this position Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation Licensed to practice law in the state of New York (DO NOT APPLY IF YOU ARE NOT LICENSED IN NEW YORK) At least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate planning and probate The right candidate must be able to report to the office as required High emotional intelligence Business and tech-savvy, or a quick learner Experience and comfort with one-on-one consultation meetings with clients on your own About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning-we want to help clients implement their plans and safeguard their legacies for generations to come. Compensation details: 00 Yearly Salary PIcbf87f04d69a-2845
If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for our clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply!Compensation: $90,000 - $151,000 yearly Responsibilities: Represent clients in court proceedings as needed Maintain client files to ensure they are properly organized and up to date Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action Discuss plans with clients for distributing clients' assets Collaborate with senior partners and paralegals to effectively move files through the civil litigation process Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate Being a mentor to less-experienced team members and an advocate for team member growth and education Contributing to the success of the team, even if it means going outside of your job description Keeping unneeded drama out of the office and contributing to our solid team culture Helping to grow the firm's presence throughout Suffolk and Nassau Counties Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Member in good standing and actively involved with the ABA (American Bar Association) Candidates should be great communicators, specifically in situations when emotions and stress are high 4-year degree with a legal background and J.D. degree are necessary for this position Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation Licensed to practice law in the state of New York (DO NOT APPLY IF YOU ARE NOT LICENSED IN NEW YORK) At least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate planning and probate The right candidate must be able to report to the office as required High emotional intelligence Business and tech-savvy, or a quick learner Experience and comfort with one-on-one consultation meetings with clients on your own About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning-we want to help clients implement their plans and safeguard their legacies for generations to come. Compensation details: 00 Yearly Salary PIcbf87f04d69a-2845
Sheryll Law, PC
Riverhead, New York
Sheryll Law, P.C. is seeking an experienced Paralegal with a strong background in Estate Planning, Medicaid, Probate, and Trust & Estates to join our team. The ideal candidate is detail-oriented, highly organized, and comfortable handling a variety of tasks in a fast-paced legal environment. This role requires excellent communication skills, the ability to work independently, and a proactive approach to client matters. Compensation: $56,000 - $61,000 yearly Responsibilities: Conduct interviews with clients to gather information about their legal issues Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), Powers of Attorney, Health Care Proxies, and other estate planning documents. Manage client intake and information gathering for estate plans. Coordinate document execution and ensure compliance with state requirements. Prepare and submit Medicaid applications for long-term care. Assist clients with gathering required financial documents and eligibility paperwork. Work with clients and financial institutions to ensure proper asset structuring for Medicaid eligibility. Assist with estate administration, including drafting petitions for probate and administration. Prepare inventories, accountings, and related court filings. Communicate with clients, courts, and financial institutions regarding estate and trust matters. Track estate deadlines and ensure compliance with Surrogate's Court procedures. Serve as a key point of contact for clients, keeping them informed throughout their case. Maintain organized client files and case tracking through case management software. Coordinate with attorneys to ensure timely completion of legal matters. Conduct legal research as needed. Qualifications: 3 years of experience in legal services under an attorney or lawyer in a law firm setting Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Must have strong interpersonal skills and talent for writing and grammar Candidates should possess high-level organizational skills, and time-management skills Minimum 3-5 years of experience as a paralegal in Estate Planning, Medicaid, Probate, and Trust & Estates. Education: Paralegal certificate or equivalent experience required; bachelor's degree preferred. Proficiency in drafting estate planning and probate documents Excellent organizational skills and attention to detail. Strong communication and client service skills. Ability to work independently to meet deadlines. Proficiency in legal practice management software and familiarity with Microsoft Office Suite. Benefits : Health insurance Retirement plan options Paid time off Professional development opportunities. Salary : Competitive, based on experience. About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning-we want to help clients implement their plans and safeguard their legacies for generations to come. Compensation details: 0 Yearly Salary PIb5861bc6ea09-2843
Sheryll Law, P.C. is seeking an experienced Paralegal with a strong background in Estate Planning, Medicaid, Probate, and Trust & Estates to join our team. The ideal candidate is detail-oriented, highly organized, and comfortable handling a variety of tasks in a fast-paced legal environment. This role requires excellent communication skills, the ability to work independently, and a proactive approach to client matters. Compensation: $56,000 - $61,000 yearly Responsibilities: Conduct interviews with clients to gather information about their legal issues Work with lawyers to prepare for trial by conducting research on legal articles, preparing and organizing exhibits, organizing and coordinating witnesses, filing motions, and assisting with client meetings Coordinate law office activity, including the drafting subpoenas and coordinating with process servers Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a lawyer Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and other administrative duties as needed Assist in the preparation and drafting of Wills, Trusts (Revocable, Irrevocable, Special Needs, etc.), Powers of Attorney, Health Care Proxies, and other estate planning documents. Manage client intake and information gathering for estate plans. Coordinate document execution and ensure compliance with state requirements. Prepare and submit Medicaid applications for long-term care. Assist clients with gathering required financial documents and eligibility paperwork. Work with clients and financial institutions to ensure proper asset structuring for Medicaid eligibility. Assist with estate administration, including drafting petitions for probate and administration. Prepare inventories, accountings, and related court filings. Communicate with clients, courts, and financial institutions regarding estate and trust matters. Track estate deadlines and ensure compliance with Surrogate's Court procedures. Serve as a key point of contact for clients, keeping them informed throughout their case. Maintain organized client files and case tracking through case management software. Coordinate with attorneys to ensure timely completion of legal matters. Conduct legal research as needed. Qualifications: 3 years of experience in legal services under an attorney or lawyer in a law firm setting Must have completed an ABA-approved paralegal certificate program such as an Associate's degree or proprietary school program in paralegal studies, Bachelor's degree desired Strong preference for candidates who have completed a paralegal professional certification or have an advanced paralegal education Must have strong interpersonal skills and talent for writing and grammar Candidates should possess high-level organizational skills, and time-management skills Minimum 3-5 years of experience as a paralegal in Estate Planning, Medicaid, Probate, and Trust & Estates. Education: Paralegal certificate or equivalent experience required; bachelor's degree preferred. Proficiency in drafting estate planning and probate documents Excellent organizational skills and attention to detail. Strong communication and client service skills. Ability to work independently to meet deadlines. Proficiency in legal practice management software and familiarity with Microsoft Office Suite. Benefits : Health insurance Retirement plan options Paid time off Professional development opportunities. Salary : Competitive, based on experience. About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning-we want to help clients implement their plans and safeguard their legacies for generations to come. Compensation details: 0 Yearly Salary PIb5861bc6ea09-2843