Trust & Estates Paralegal
Job Description
Trust & Estate Paralegal
Rochester, NY
Join a highly respected law firm with over 300 attorneys across more than 30 practice areas. We are currently seeking an experienced and detail-oriented Trust & Estate Paralegal to support their growing Trusts and Estates Department in our Rochester office. Our firm values exceptional work product, a collegial environment, and active community involvement.
Position Summary:
The Trust & Estate Paralegal will play a critical role in supporting attorneys with all aspects of estate and trust administration. This is an excellent opportunity for a proactive, organized, and collaborative legal professional with a strong background in trusts and estates.
Key Responsibilities:
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Assist in all phases of estate and trust administration
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Prepare pleadings for court filings to initiate estate proceedings and judicial settlements
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Maintain and monitor the administration of assigned estates and trusts
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Track and manage estate and trust accounts, including payment of expenses
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Prepare federal and New York State estate tax returns
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Marshal and transfer estate and trust assets
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Collect and organize information for fiduciary income tax return preparation
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Prepare estate/trust judicial accountings
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eFile documents in various counties
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Draft correspondence and documents for attorney review
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Coordinate with court administration and regulatory agencies as needed
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Support attorneys with investigations and fact gathering
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Meet annual billable hour requirements set by the firm
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Perform additional tasks and projects as needed in support of the Trusts & Estates Department
Qualifications:
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Minimum of 2 years'experience in trusts and estates, probate, or related legal field in a law firm or in-house legal setting (Required)
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Educational background: Paralegal Certificate, Associate's degree with relevant experience, or Bachelor's degree in Accounting/Tax
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Strong understanding of trust and estate processes and legal procedures
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Excellent organizational skills and ability to work independently with minimal supervision
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Ability to manage multiple tasks and deadlines efficiently
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Strong written and verbal communication skills
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Analytical thinker with sound problem-solving abilities
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Familiarity with tax and estate administration software and bookkeeping (a plus)
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Experience with judicial accounting and fiduciary income tax return preparation (preferred)
Salary & Additional Information:
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Salary Range: $65, 000 –$75, 000, commensurate with experience
- Health (HSA eligible)
- Dental
- Vision
- Life Insurance
- Additional Life Insurance (Self, Spouse, Dependents)
- Whole Life Insurance
- Disability Insurance
- 401k (with employer contribution)
- Parental Leave
- AFLAC Cancer and Accident (Employee cost)
- PTO and Holidays
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Employment offers are contingent upon:
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Completion of a satisfactory conflicts check
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Completion of a satisfactory background check
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If you are a motivated legal professional with a passion for trusts and estates and a desire to work in a supportive and high-performing environment, we encourage you to apply.
Meet Your Recruiter
Peggy Koch
Vice President, National Recruiter
Peggy joined our staff in 2020 bringing 15 years of recruiting experience, and 20+ years of solid experience to the DCM team! In addition to her degree in Marketing from SUNY Alfred State, she has a demonstrated history in successful placements in the areas of Marketing, Legal, Human Resources, Medical, Accounting/Finance and Engineering. Peggy prides herself on working tirelessly to help clients and candidates alike find a great fit for their businesses and careers. Taking her passion for recruitment outside of the workplace, Peggy has used her volunteer time to speak at local colleges to help student-candidates early on in their careers with critical skills for future success such as guidance on creating a solid resume, conducting a successful job search, and the all-important interview preparation.
When not working hard recruiting, Peggy enjoys traveling and exploring new places, gardening, and baking.