Trust jobs in Rochester, New York - Page 5Create job alerts

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., • 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.