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Paralegal - Wills, Trusts and Estates

Min 3 yrs required

Full-time

No

## Paralegal - Wills, Trusts and Estates

Harris Beach is a top-tier law firm with offices throughout New York state, as well as nationally and internationally. The firm is looking for a motivated, experienced Paralegal to join the Wills, Trusts & Estates team.

### Responsibilities

The Paralegal will be responsible for assisting multiple attorneys with estate administration matters, including:

* Interacting with clients in person, on the phone, via email and video conferencing
* Drafting, editing, and reviewing probate and administration related documents
* Assisting clients with retitling assets
* Assembling and organizing financial records for estate tax returns and audits
* Preparing, editing, and reviewing estate tax returns
* Preparing fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

### Qualifications

The ideal candidate will have:

*
* A high level of initiative and ability to follow through on numerous ongoing projects in a busy environment
* Exceptional oral and written communication and organizational skills
* Strong proofreading and analytical skills to ensure top quality of legal documents
* Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources
* Well-developed interpersonal skills

### Location

Albany, NY office preferred. Open to Syracuse, Ithaca, Rochester and Buffalo, NY offices (100% in the office).

### Salary

Salary will vary depending upon relevant experience for the position, geographic locations and weekly hours schedule. The anticipated weekly schedule for the Paralegal is hours per week.

### About Harris Beach

Harris Beach and its subsidiaries provide a full range of legal and professional services for clients across New York state, as well as nationally and internationally. The firm’s more than 200 lawyers practice among offices throughout New York state in Albany, Buffalo, Ithaca, New York City, Rochester, Saratoga Springs, Syracuse, Uniondale, Washington, . and White Plains, as well as in New Haven, Connecticut and Newark, New Jersey.

Harris Beach recognizes everyone has a right to be included and is committed to an inclusive environment. The firm’s policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits and termination. Harris Beach complies with the provisions of the Human Rights Law, all other State and Federal statutory and constitutional non-discrimination provisions including non-discrimination on the basis of prior criminal conviction and prior arrest.

If you are a motivated self-starter with paralegal experience and a positive, flexible attitude, then Harris Beach is the perfect place for you. Apply today to join this innovative, growing law firm that has been successful for more than 165 years!

Not Specified

Not Specified

Not Specified

Drafting, Editing, Reviewing, Interacting, Proofreading, Analyzing

Not Specified

do you have the drive and desire to:



interact with a wide variety of clients in person, on the phone, via email and video conferencing
draft, edit, and review probate and administration related documents
assist clients with retitling assets
assemble and organize financial records for estate tax returns and audits
prepare, edit, and review estate tax returns
prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts



harris beach recognizes everyone has a right to be included

Qualification and Experience 3+ years of estate administration experience

Legal

Apr 24, 2024
Jan 10, 2024
Nov 21, 2023

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Law Firm

Legal Staff

Min 3 yrs required

Full-time

Legal

Jan 10, 2024

Apr 24, 2024

Jan 10, 2024

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## Paralegal - Wills, Trusts and Estates

Harris Beach is a top-tier law firm with offices throughout New York state, as well as nationally and internationally. The firm is looking for a motivated, experienced Paralegal to join the Wills, Trusts & Estates team.

### Responsibilities

The Paralegal will be responsible for assisting multiple attorneys with estate administration matters, including:

* Interacting with clients in person, on the phone, via email and video conferencing
* Drafting, editing, and reviewing probate and administration related documents
* Assisting clients with retitling assets
* Assembling and organizing financial records for estate tax returns and audits
* Preparing, editing, and reviewing estate tax returns
* Preparing fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

### Qualifications

The ideal candidate will have:

*
* A high level of initiative and ability to follow through on numerous ongoing projects in a busy environment
* Exceptional oral and written communication and organizational skills
* Strong proofreading and analytical skills to ensure top quality of legal documents
* Proficiency with MS Office, including Word, Outlook and Excel, and able to efficiently use technology resources
* Well-developed interpersonal skills

### Location

Albany, NY office preferred. Open to Syracuse, Ithaca, Rochester and Buffalo, NY offices (100% in the office).

### Salary

Salary will vary depending upon relevant experience for the position, geographic locations and weekly hours schedule. The anticipated weekly schedule for the Paralegal is hours per week.

### About Harris Beach

Harris Beach and its subsidiaries provide a full range of legal and professional services for clients across New York state, as well as nationally and internationally. The firm’s more than 200 lawyers practice among offices throughout New York state in Albany, Buffalo, Ithaca, New York City, Rochester, Saratoga Springs, Syracuse, Uniondale, Washington, . and White Plains, as well as in New Haven, Connecticut and Newark, New Jersey.

Harris Beach recognizes everyone has a right to be included and is committed to an inclusive environment. The firm’s policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits and termination. Harris Beach complies with the provisions of the Human Rights Law, all other State and Federal statutory and constitutional non-discrimination provisions including non-discrimination on the basis of prior criminal conviction and prior arrest.

If you are a motivated self-starter with paralegal experience and a positive, flexible attitude, then Harris Beach is the perfect place for you. Apply today to join this innovative, growing law firm that has been successful for more than 165 years!



Qualification and Experience

3+ years of estate administration experience

Additional info

do you have the drive and desire to:



interact with a wide variety of clients in person, on the phone, via email and video conferencing
draft, edit, and review probate and administration related documents
assist clients with retitling assets
assemble and organize financial records for estate tax returns and audits
prepare, edit, and review estate tax returns
prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts



harris beach recognizes everyone has a right to be included

Company info
Apply for this Paralegal - Wills, Trusts and Estates job

Upload Resume:

Apply Later

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