Corporate/Trusts & Estates ParalegalInsero Talent Solutions • Rochester, NY, US
Corporate / Trusts & Estates Paralegal
Insero Talent Solutions • Rochester, NY, US
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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.
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 :
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