Corporate/Trusts & Estates Paralegal
Job Description
Job Description
Corporate Paralegal (Trusts & Estates)
Rochester, NY
Insero Talent Solutions is thrilled to partner with a dynamic and growing law firm in Rochester, NY, in search of a Corporate Paralegal with strong experience working in Trusts & Estates.
This role offers the opportunity to work closely with attorneys and clients on a variety of corporate and estate planning matters, contributing to a collaborative, client-focused team environment.
Responsibilities:
- Prepare and file petitions for probate and/or administration in Surrogate's Court.
- Draft estate and trust accountings, receipt and release documents, and other related filings.
- Assist executors and trustees in the marshalling, valuation, and transfer of probate and trust assets.
- Prepare federal and state estate tax returns and assist in compiling documentation for fiduciary income tax returns.
- Draft and organize trust funding documents and estate planning materials.
- Maintain client and estate records, ensuring compliance with court and tax filing deadlines.
- Communicate directly with clients, fiduciaries, financial institutions, and attorneys to facilitate efficient estate and trust administration.
- Support related corporate law matters, including entity formation, maintenance, and business succession planning as needed.
Requirements :
- Two- or four-year degree and/or Paralegal Certificate required.
- 3+ years of experience as a Trusts & Estates Paralegal, with strong probate and trust administration background.
- Experience with estate and trust accounting, estate tax return preparation, and Surrogate's Court practice.
- Familiarity with interpreting wills, trust instruments, and fiduciary obligations.
- Excellent written and verbal communication skills with a professional, proactive workstyle.
- Proficiency in Microsoft Word and Excel; experience with HotDocs and FAS Accounting System preferred.
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