Trust & Estates Paralegal

$65,000 - $75,000/Yr

Jk Executive Strategies - Rochester, NY

Full-time - Mid Level

Rochester, NY

Administrative and Support Services

About the position

The Trust & Estate Paralegal at JK Executive Strategies, LLC is responsible for assisting with all phases of estate and trust administration within a fast-paced law firm environment. The role requires a detail-oriented and organized individual who can manage various tasks related to estate proceedings, tax returns, and account monitoring, while also maintaining effective communication with attorneys and clients.

Responsibilities

• Assisting with all phases of estate and trust administration.
• Preparing pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration.
• Monitoring and maintaining the estate administration and trust administration.
• Monitoring the estate and trust accounts, including the payment of monthly expenses for an estate or trust.
• Preparing federal gift tax returns and moderate to complex income tax returns of individuals, estates, trusts, and, to a more limited extent, corporations and partnerships.
• Assisting others with the preparation of federal and New York State estate tax returns.
• Gathering information regarding the assets and debts of an estate and/or trust.
• Marshalling and transfer of assets.
• Gathering information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns.
• Preparation of estate/trust accountings.
• eFiling of documents in various counties.
• Obtaining work assignments from attorneys in their office or assigned department.
• Conducting investigations, preparing correspondence or documents for attorneys review.
• Contacting court administration and regulatory bodies as needed to fulfill job assignment.
• Maintaining annual billable hours as set by the Firm.
• Performing other duties, projects and assignments as needed to support the Firm.

Requirements

• Bachelor's Degree, Paralegal Certificate, or equivalent work experience preferred.
• 3+ years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required).
• Experience with tax and estate administration software programs, preferred.
• Strong Microsoft Excel experience and skill.
• Excellent writing and verbal skills.
• Strong analytical and problem-solving skills.
• Ability to multi-task and prioritize daily tasks and responsibilities.

Nice-to-haves

• Experience with tax and estate administration software programs a plus.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Vision insurance
• Life insurance