Legal Staff Paralegal in Rochester, NY

Profile

Trust and Estate Legal Assistant
The candidate will prepare and/or finalize Wills, Trusts, Health Care Proxy and Power of Attorney documents. Prepare estate document packages for delivery to clients for signature and tracking document packages to be returned. Draft correspondence and dictation transcription. Prepare correspondence and notices related to Life Insurance Trust. Receive and review notifications from Surrogates court. Forward notification to assigned paralegal and attorney. Calendar notification, if needed. Set up meetings and video conferences for attorneys. Update Wills Master List and maintaining Will Vault. Assist paralegals with final estate administration invoices, release of lien filings, check requests and outgoing mail. Scan and mail of final invoices and tax returns. Prepare check requests for payment for expenses from Trust account or client advances. Research and investigate any requests, problems or issues, and resolve with appropriate parties. Responsible for client contact and communication to clients. Rotate in switchboard coverage as needed. Maintain up-to-date time reports to ensure accurate client billing. Other duties may be requested and/or assigned.

Qualification and Experience

The candidate must have High School Diploma. College degree or paralegal certificate a plus. Must have New York State Notary license. Must have 3 year’s experience in Trust and Estates. Strong administrative and computer skills. Extensive knowledge of Word, Outlook and Excel. Effective organizational, communications and interpersonal skills required. Must be excellent problem-solver and team player. Must work effectively with other motivated professionals in a fast-paced environment.

Company info

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