Trusts & Estates Paralegal

AP Professionals
January 6, 2021
Rochester, NY
Job Type
Street Address
500 Linden Oaks, Suite 140


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

Knowledge, Skills, Abilities, and Other Characteristics

  • 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
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