Trusts & Estates Paralegal
$55,000–$75,000 year
On-site · Rochester, New York, United States
Job Summary
Draft and prepare estate planning and administration documents (wills, trusts, powers of attorney, healthcare proxies, probate filings), file petitions with Surrogate’s Court, prepare and file accountings and supporting schedules, marshal and track probate/trust assets, assist in preparing federal/state estate and gift tax returns, support ongoing trust administration, and maintain organized files; serve as a professional point of contact for clients and outside professionals; conduct basic legal research and ensure compliance with state/federal rules.
Required Qualifications
- A two- or four-year degree and/or Paralegal Certificate, preferred
- 3+ years of current Trusts & Estates paralegal experience
- Strong writing, drafting, and proofreading skills with exceptional attention to detail
- Ability to manage multiple matters simultaneously in a fast-moving environment
- Compassionate and professional communication style with clients navigating sensitive life events
- Proficiency with Microsoft Office and/or legal case management systems; willingness to learn firm-specific software
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