Pfalzgraf Beinhauer Grear Harris Schuller LLP
Estate Administration / Probate Paralegal
Pfalzgraf Beinhauer Grear Harris Schuller LLP, Buffalo, New York, United States, 14266
Overview
Estate Administration / Probate Paralegal
role at
Pfalzgraf Beinhauer Grear Harris Schuller LLP We are seeking an experienced Estate Administration / Probate Paralegal to join our team. This role is essential to restoring efficiency after the departure of a senior paralegal and will involve managing a caseload of approximately 75 active probate files, training newer paralegals, and ensuring files move consistently toward conclusion. You’ll work closely with attorneys, support court filings, monitor Surrogate’s Court deadlines, communicate with clients and stakeholders, and handle drafting, accounting, and estate matters. The ideal candidate combines legal experience, strong organization, and independence with a warm, client-centered mindset. What we’re looking for
Experience:
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. Legal 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. Technical Proficiency:
Proficient in using Clio for case management, e-filing platforms, and document automation tools such as HotDocs and LexisNexis forms. Comfortable with Microsoft Office and digital workflow management. Organization & Efficiency:
Exceptionally organized and detail-oriented. Capable of balancing multiple open estates simultaneously while maintaining strong control over timelines, deliverables, and documentation accuracy. Leadership & Mentorship:
Experience mentoring or training junior paralegals and administrative staff. Takes initiative to share knowledge, improve workflows, and elevate team performance. Communication & 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. Work 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
Mission-Driven Impact:
You’ll support clients in vulnerable times, helping them navigate probate, protect assets, and fulfill legacies. Restoration & Growth:
You’ll play a pivotal role in rebuilding efficiency in the probate department after a key departure, and directly influence departmental structure. Flexible Location Options:
Though Buffalo, NY is preferred for office presence, we may consider highly experienced candidates who can work remotely under strong accountability. Collaborative & Supportive Culture:
Our firm values trust, performance, and flexibility; staff manage their own schedules as long as work is completed with excellence. Compensation:
Base salary range of $65K–$80K depending on experience, plus quarterly team bonus. Location:
Preferred in-office role based in Buffalo, NY, but open to remote candidates with proven estate/probate experience and strong accountability. Working Hours:
Monday–Friday, 8:30 AM – 5:00 PM. Flexible scheduling is supported as long as work is completed on time. PTO & Holidays:
Two weeks paid time off, five sick days, and two floating holidays. PTO increases with tenure (+1 day/year). Standard federal holidays observed. Health & Insurance:
100% employer-paid individual health insurance. Out-of-state hires may receive a stipend or reimbursement. Bonuses & 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. Location and work arrangements
Location: Buffalo, NY preferred for in-office work, with openness to remote candidates who have proven estate/probate experience and strong accountability. How to apply
To Apply:
Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. Important:
RECRUITERS DO NOT CONTACT. If you have any questions, please email recruit@crisp.co only. Please do not reach out through our website's contact information or via direct messaging on any social media platform. About the firm
At PB Elder Law, we center our work on protecting families, preserving legacies, and guiding clients through aging and life’s transitions with dignity, expertise, and clarity. Located in Buffalo and Lockport, NY, our firm focuses on elder law, estate planning, Medicaid & long‑term care planning, estate administration & probate, guardianship, asset protection, and family law. We pride ourselves on blending legal rigor with compassionate service, from crafting trusts and wills to navigating probate and Medicaid challenges. 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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Estate Administration / Probate Paralegal
role at
Pfalzgraf Beinhauer Grear Harris Schuller LLP We are seeking an experienced Estate Administration / Probate Paralegal to join our team. This role is essential to restoring efficiency after the departure of a senior paralegal and will involve managing a caseload of approximately 75 active probate files, training newer paralegals, and ensuring files move consistently toward conclusion. You’ll work closely with attorneys, support court filings, monitor Surrogate’s Court deadlines, communicate with clients and stakeholders, and handle drafting, accounting, and estate matters. The ideal candidate combines legal experience, strong organization, and independence with a warm, client-centered mindset. What we’re looking for
Experience:
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. Legal 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. Technical Proficiency:
Proficient in using Clio for case management, e-filing platforms, and document automation tools such as HotDocs and LexisNexis forms. Comfortable with Microsoft Office and digital workflow management. Organization & Efficiency:
Exceptionally organized and detail-oriented. Capable of balancing multiple open estates simultaneously while maintaining strong control over timelines, deliverables, and documentation accuracy. Leadership & Mentorship:
Experience mentoring or training junior paralegals and administrative staff. Takes initiative to share knowledge, improve workflows, and elevate team performance. Communication & 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. Work 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
Mission-Driven Impact:
You’ll support clients in vulnerable times, helping them navigate probate, protect assets, and fulfill legacies. Restoration & Growth:
You’ll play a pivotal role in rebuilding efficiency in the probate department after a key departure, and directly influence departmental structure. Flexible Location Options:
Though Buffalo, NY is preferred for office presence, we may consider highly experienced candidates who can work remotely under strong accountability. Collaborative & Supportive Culture:
Our firm values trust, performance, and flexibility; staff manage their own schedules as long as work is completed with excellence. Compensation:
Base salary range of $65K–$80K depending on experience, plus quarterly team bonus. Location:
Preferred in-office role based in Buffalo, NY, but open to remote candidates with proven estate/probate experience and strong accountability. Working Hours:
Monday–Friday, 8:30 AM – 5:00 PM. Flexible scheduling is supported as long as work is completed on time. PTO & Holidays:
Two weeks paid time off, five sick days, and two floating holidays. PTO increases with tenure (+1 day/year). Standard federal holidays observed. Health & Insurance:
100% employer-paid individual health insurance. Out-of-state hires may receive a stipend or reimbursement. Bonuses & 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. Location and work arrangements
Location: Buffalo, NY preferred for in-office work, with openness to remote candidates who have proven estate/probate experience and strong accountability. How to apply
To Apply:
Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens. Important:
RECRUITERS DO NOT CONTACT. If you have any questions, please email recruit@crisp.co only. Please do not reach out through our website's contact information or via direct messaging on any social media platform. About the firm
At PB Elder Law, we center our work on protecting families, preserving legacies, and guiding clients through aging and life’s transitions with dignity, expertise, and clarity. Located in Buffalo and Lockport, NY, our firm focuses on elder law, estate planning, Medicaid & long‑term care planning, estate administration & probate, guardianship, asset protection, and family law. We pride ourselves on blending legal rigor with compassionate service, from crafting trusts and wills to navigating probate and Medicaid challenges. 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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