Tom Anelli & Associates, PC
Estate Administration / Probate Paralegal
Tom Anelli & Associates, PC, Buffalo, New York, United States, 14266
Do you take pride in delivering not just legal support, but peace of mind to families dealing with probate and estate administration?
Can you balance rigorous legal processes with thoughtful, client‑centered communication, ensuring every file moves forward and every client feels seen?
Are you comfortable managing a full caseload independently, from intake to court filings to estate closing?
Is your approach to paralegal work driven by both a love of the law and a heart for service?
bWhen faced with a challenge, do you get excited or run away?
What we’re looking for:
bExperience: 3‑5+ years of trust and estates administration experience as a paralegal, with a strong background in probate and estate administration, preferably within New York. Proven ability to independently manage complex and high‑volume caseloads while supporting grieving families with care and efficiency independently.
bLegal Knowledge: Deep familiarity with Surrogate’s Court procedures, including preparation and filing of petitions, accountings, fiduciary notices, and closing documentation. Solid understanding of estate and fiduciary law and the principles that drive accurate, compliant administration.
bTechnical Proficiency: Skilled in using Clio for case management, e‑filing platforms, and document automation tools such as HotDocs and LexisNexis forms. Confident with Microsoft Office and digital workflow management.
bOrganization & Efficiency: Exceptionally organized and detail‑oriented. Capable of balancing multiple open estates simultaneously while maintaining strong control over timelines, deliverables, and documentation accuracy.
bLeadership & Mentorship: Experience mentoring or training junior paralegals and administrative staff. Takes initiative to share knowledge, improve workflows, and elevate team performance.
bCommunication & Professionalism: Clear, concise communicator who interacts effectively with attorneys, clients, courts, and external partners. Maintains empathy and professionalism when working with families in sensitive situations.
bWork Style & Independence: Highly dependable and self‑directed, especially in remote or hybrid environments. Demonstrated ability to stay accountable, prioritize effectively, and deliver consistent results without close supervision.
Why you should work here:
bMission‑Driven Impact: You’ll support clients in vulnerable times, helping them navigate probate, protect assets, and fulfill legacies.
bRestoration & Growth: You’ll play a pivotal role in rebuilding efficiency in the probate department after a key departure, and directly influence departmental structure.
bFlexible Location Options: Though Buffalo, NY is preferred for office presence, we may consider highly experienced candidates who can work remotely under strong accountability.
bCollaborative & Supportive Culture: Our firm values trust, performance, and flexibility, staff manage their own schedules as long as work is completed with excellence.
bCompensation: Base salary range of $65,000–$80,000 depending on experience, plus quarterly team bonus.
bLocation: Preferred in‑office role based in Buffalo, NY, but open to remote candidates with proven estate/probate experience and strong accountability.
bWorking Hours: Monday–Friday, 8:30 AM – 5:00 PM. Flexible scheduling is supported as long as work is completed on time.
bPTO & Holidays: Two weeks paid time off, five sick days, and two floating holidays. PTO increases with tenure (+1 day/year). Standard federal holidays observed.
bHealth & Insurance: 100% employer‑paid individual health insurance (valued at ~$609/month). Out‑of‑state hires may receive a stipend or reimbursement.
bBonuses & Team Culture: Quarterly team bonuses tied to case completions, client satisfaction, and internal KPIs. Supportive, family‑friendly environment that values trust, autonomy, and work‑life balance.
At PB Elder Law, your role as a Probate and Estate Administration Paralegal is more than just managing files, it’s about restoring trust, momentum, and peace of mind for families during life’s most difficult transitions. You’ll play a vital part in rebuilding a high‑performing department, ensuring every case progresses with compassion, clarity, and precision. Your work directly supports the attorneys and helps deliver the care, efficiency, and legal excellence our clients rely on.
This is your opportunity to step into a high‑impact role at a firm that values independence, flexibility, and long‑term relationships. Whether you're based in Buffalo or working remotely, you’ll be empowered to own your caseload, contribute to process improvements, and make a difference every single day. Join a team that honors your experience, respects your autonomy, and is ready to support your continued growth.
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Can you balance rigorous legal processes with thoughtful, client‑centered communication, ensuring every file moves forward and every client feels seen?
Are you comfortable managing a full caseload independently, from intake to court filings to estate closing?
Is your approach to paralegal work driven by both a love of the law and a heart for service?
bWhen faced with a challenge, do you get excited or run away?
What we’re looking for:
bExperience: 3‑5+ years of trust and estates administration experience as a paralegal, with a strong background in probate and estate administration, preferably within New York. Proven ability to independently manage complex and high‑volume caseloads while supporting grieving families with care and efficiency independently.
bLegal Knowledge: Deep familiarity with Surrogate’s Court procedures, including preparation and filing of petitions, accountings, fiduciary notices, and closing documentation. Solid understanding of estate and fiduciary law and the principles that drive accurate, compliant administration.
bTechnical Proficiency: Skilled in using Clio for case management, e‑filing platforms, and document automation tools such as HotDocs and LexisNexis forms. Confident with Microsoft Office and digital workflow management.
bOrganization & Efficiency: Exceptionally organized and detail‑oriented. Capable of balancing multiple open estates simultaneously while maintaining strong control over timelines, deliverables, and documentation accuracy.
bLeadership & Mentorship: Experience mentoring or training junior paralegals and administrative staff. Takes initiative to share knowledge, improve workflows, and elevate team performance.
bCommunication & Professionalism: Clear, concise communicator who interacts effectively with attorneys, clients, courts, and external partners. Maintains empathy and professionalism when working with families in sensitive situations.
bWork Style & Independence: Highly dependable and self‑directed, especially in remote or hybrid environments. Demonstrated ability to stay accountable, prioritize effectively, and deliver consistent results without close supervision.
Why you should work here:
bMission‑Driven Impact: You’ll support clients in vulnerable times, helping them navigate probate, protect assets, and fulfill legacies.
bRestoration & Growth: You’ll play a pivotal role in rebuilding efficiency in the probate department after a key departure, and directly influence departmental structure.
bFlexible Location Options: Though Buffalo, NY is preferred for office presence, we may consider highly experienced candidates who can work remotely under strong accountability.
bCollaborative & Supportive Culture: Our firm values trust, performance, and flexibility, staff manage their own schedules as long as work is completed with excellence.
bCompensation: Base salary range of $65,000–$80,000 depending on experience, plus quarterly team bonus.
bLocation: Preferred in‑office role based in Buffalo, NY, but open to remote candidates with proven estate/probate experience and strong accountability.
bWorking Hours: Monday–Friday, 8:30 AM – 5:00 PM. Flexible scheduling is supported as long as work is completed on time.
bPTO & Holidays: Two weeks paid time off, five sick days, and two floating holidays. PTO increases with tenure (+1 day/year). Standard federal holidays observed.
bHealth & Insurance: 100% employer‑paid individual health insurance (valued at ~$609/month). Out‑of‑state hires may receive a stipend or reimbursement.
bBonuses & Team Culture: Quarterly team bonuses tied to case completions, client satisfaction, and internal KPIs. Supportive, family‑friendly environment that values trust, autonomy, and work‑life balance.
At PB Elder Law, your role as a Probate and Estate Administration Paralegal is more than just managing files, it’s about restoring trust, momentum, and peace of mind for families during life’s most difficult transitions. You’ll play a vital part in rebuilding a high‑performing department, ensuring every case progresses with compassion, clarity, and precision. Your work directly supports the attorneys and helps deliver the care, efficiency, and legal excellence our clients rely on.
This is your opportunity to step into a high‑impact role at a firm that values independence, flexibility, and long‑term relationships. Whether you're based in Buffalo or working remotely, you’ll be empowered to own your caseload, contribute to process improvements, and make a difference every single day. Join a team that honors your experience, respects your autonomy, and is ready to support your continued growth.
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