Law Firm
Rochester, NY
Legal Staff Paralegal in Rochester, NY
Legal Staff
1-3 yrs required
No
Job Title: Paralegal
Job Responsibilities:
- Secure documents related to the client’s estate
- Assist in valuing the assets in the estate
- Prepare documents and assist with creating and transferring assets into trusts to ease the probate process
- Prepare and file probate documents in the administration of an estate, including petitions, motions, testamentary letters, inventories, accountings, and notices
- File life insurance claims and other death benefits
- Contact beneficiaries and next of kin regarding admission of the will and other probate hearings
- Administer estate accounts and assist with the liquidation and transfer of property
- Prepare income tax returns for the estate or trust, including fiduciary income tax planning
- Prepare federal and/or NY estate tax returns
- Participate in the administration of guardianships and trusts
- Assist with name changes and adoption proceedings
- Assist with preparing estate documents for the attorney’s review, such as wills, powers of attorney, healthcare directives, and living wills
Education and Experience Information:
Minimum Required Qualifications:
-
- Strong organizational, problem-solving, and multitasking abilities
- Excellent initiative, follow-through, and work ethic
- Exceptional grammar, communication, and customer service skills
- Ability to work independently, collaboratively, and maintain composure in high-volume periods
- Proficiency in Microsoft Office Suite
Preferred Qualifications:
- Bachelor's Degree
- 1-3 years of trust and estates administration experience as a paralegal
- Proficiency in estate planning and probate document drafting software
Salary Information:
The compensation range for this position is $25-35 per hour. This represents the law firm's good faith and reasonable estimate of the potential compensation at the time of posting. Actual compensation will be determined based on various factors, including the candidate's qualifications, experience, skill set, and office location.
Additional Information:
The law firm is a full-service law firm dedicated to providing exceptional legal services to its clients. The firm fosters a collaborative and inclusive work environment where every team member is valued and respected, promoting open communication, teamwork, and professional growth. The law firm supports a healthy work-life balance and the well-being of its employees.
It is an Equal Opportunity Employer, valuing an open mind, dedication to work, and a collaborative spirit. The firm hires based on these qualities, a job’s requirements, its business needs, and an applicant’s qualifications. Discrimination or harassment of any kind is not tolerated in the hiring process or in the workplace. The firm complies with the ADA and considers reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential functions. The firm participates in E-Verify, providing the federal government with employees’ Form I-9 information to confirm authorization to work in the ., only using E-Verify once an employee has accepted a job offer and completed Form I-9.
Jun 25, 2025
|
Tell us where to send your access instructions: