The Trusts & Estates Paralegal is a full time, direct hire opening. Located in downtown, Rochester, NY, this position pays up to $64K depending on experience. The hours are 8:30 am to 5:00 pm. Parking is not included. At least two year's current experience in trusts and estates is preferred.

• Prepare petitions for probate and/or administration
• Prepare estate and trust accountings
• Draft disclaimers and receipt and release documents
• Prepare asset listings and valuation of assets
• Preparing fiduciary income tax returns and federal and state estate tax returns
• Assist executors in the marshalling of probate assets

• Two- or four-year degree and/or Paralegal Certificate with a minimum of two years of current work experience handling all aspects of trust and estate administration required

• Familiarity with Surrogate’s Court practice responsibilities such as interpreting Wills and Trust instruments and the filing requirements for estate and trust administration matters required
• Strong communication skills, both verbal and written, required
• A professional and proactive workstyle required
• Working knowledge of Microsoft Word, Excel, HotDocs, and FAS accounting system preferred