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Underberg & Kessler LLP · 1 day ago

Paralegal - Trusts and Estates

Rochester, NY

Full-time

Onsite

Mid Level

$55K/yr - $65K/yr

3+ years exp

Underberg & Kessler LLP, a respected and long-standing law firm, is seeking a skilled Trusts & Estates Paralegal to join our Rochester office. The role involves supporting attorneys and clients with essential trust and estate administration work, including preparing probate petitions and managing probate assets.

Law Practice

Hiring Manager

Leslie Helmerci

Responsibilities

Preparing probate and administration petitions

Drafting estate and trust accountings, receipts, and releases

Preparing asset inventories and valuations

Assisting executors with marshaling and managing probate assets

Preparing federal and state estate tax returns

Supporting trust administration and fiduciary accounting

Qualification

Paralegal CertificateTrusts & Estates experienceProbate procedures knowledgeFiduciary income tax returnsMicrosoft WordMicrosoft ExcelHotDocs experienceFAS accounting systemProactive workstyleProfessional workstyleWritten communicationVerbal communicationDetail-oriented

Required

A two- or four-year degree and/or Paralegal Certificate

Minimum of three years of current Trusts & Estates paralegal experience

Strong knowledge of probate procedures, Surrogate's Court practice, and fiduciary income tax returns

Excellent written and verbal communication skills

Detail-oriented, proactive, and professional workstyle

Comfortable with Microsoft Word and Excel

Preferred

Experience with HotDocs and FAS accounting system

Benefits

Excellent benefits package

Company

Underberg & Kessler LLP

With law firm offices located throughout the Western New York region, our attorneys in Rochester, Buffalo, Canandaigua and Geneseo, NY are just steps away from where you live and work.

Founded in 1926

Rochester, New York, USA

51-200 employees