Job Details

Trust and Estates Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Feb 14, 2021

Valid Through

May 30, 2021

Posted on

Dec 07, 2020

Years of Experience

Min 5 yrs required

Location

Rochester, NY, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Trust and Estates Paralegal
The candidate will assist with all aspects of the administration of estates. Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accountings. Preparation of federal and state estate tax returns. Opening and closing estate accounts. Other responsibilities as client needs dictate. Bachelor’s degree and paralegal certificate or appropriate job-related experience required. 5 years’ experience as a Trust & Estates Paralegal required. Experience in probate matters, including drafting petitions and settlement of accounts required. Experience preparing federal and state estate tax returns required. Experience with trust administration, including the calculation and funding of trust shares required. Working knowledge of fiduciary income tax required. Excellent organizational, communication, analytical and critical thinking skills required. Client service skills and ability to manage projects and handle multiple competing priorities required.

Additional info

Job ID: 2942.

Company info

Hiring Coordinator
Nixon Peabody LLP
1300 Clinton Square
Rochester, NY 14604
Fax: 585-263-1600

Review:

"A Fast Moving Firm"

Current Employee - Reviewed on December 18, 2017

It would be a good idea to try to make the work less boring somehow through changing the workflow or something.

Pros : Every day seems to go by here in a blur and it never feels like you are working at all.
Cons : The work itself can be kind of boring as it is almost automatic and requires nearly no thought at all.
Current or former employee? : Current Employee

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