Trusts and Estates Paralegal

Trusts & Estates Paralegal
Rochester, New York

Insero Talent Solutions is thrilled to partner with a national law firm in their search for a Trusts & Estates Paralegal to join their growing team.

Our client proudly employs 250+ attorneys, practicing in more than 30 major areas of law, and has offices across multiple states. They are continually ranked national among top law firms by The National Law Journal and Law360.

This role is ideal for a detail-oriented and client-focused paralegal with exposure to estate administration who is looking to deepen their experience within a sophisticated Trusts & Estates practice. The paralegal will work closely with attorneys and senior team members to support estate and trust administration matters from start to finish, while maintaining a high level of client interaction and professionalism.

Responsibilities:

• Communicate directly with clients in person, by phone, email, and video conferencing, providing responsive and professional support
• Draft, edit, and review probate and estate administration documents
• Assist clients with retitling assets and coordinating required documentation
• Assemble, organize, and analyze financial records for estate tax returns and audit purposes
• Prepare, edit, and review federal and state estate tax returns
• Prepare fiduciary income tax returns and settlement documentation for informal and formal trust and estate settlements
• Maintain accurate files, deadlines, and documentation in accordance with firm standards and client needs

Requirements:

• 1+ year of exposure to estate administration, required
• Strong initiative with the ability to manage multiple ongoing projects in a fast-paced environment
• Excellent written and verbal communication skills, with strong attention to detail
• Advanced proofreading, organizational, and analytical skills
• Proficiency in Microsoft Office (Word, Outlook, Excel) and the ability to quickly adapt to legal and practice management technologies
• Well-developed interpersonal skills, including patience, empathy, and professionalism when working with clients during sensitive matters
• Ability to meet a minimum of 500 billable hours annually