Paralegal-Trusts & Estates


AP Professionals
Published
June 11, 2025
Category
Job Type
Salary Lower Range
32
Salary Upper Range
38
Salary Option
Hourly
Street
190 Linden Oaks
City
Rochester

Description

EXCELLENT Direct Hire opportunity with a well-known eastside legal firm.  Are you a skilled Paralegal with a strong background in Trusts & Estates?  We have partnered with this firm to secure a detail-oriented and experienced professional to join their well-established, highly regarded law firm.

With decades of service, our client prides itself on providing thoughtful, personalized counsel.  They foster a collaborative and respectful workplace where your expertise is valued, and your contributions make a real impact.  If you are looking to join an awesome firm that offers a great culture, contact us immediately.  The work week is 38.75 hours except during tax season, the hours would increase but you receive time and one half.  There is a possibility of a hybrid schedule after being with the firm for a while.

Responsibilities

You will be responsible for working on estate administration matters for both taxable and non-taxable estates.

  • Interact with a wide variety of clients in person, on the phone, via email and video conferencing
  • Draft, edit, and review probate and administration related documents
  • Assist clients with retitling assets
  • Assemble and organize financial records for estate tax returns and audits
  • Prepare, edit and revies estate tax returns
  • Prepare fiduciary income tax returns and settlement papers for both informal and formal settlement of estates and trusts

Experience

  • Must have previous experience as a Paralegal in Trusts & Estates of 3+ yrs
  • Must have previous experience preparing state and fiduciary taxes-non negotiable
  • Excellent MSOffice skills

Knowledge, Skills, Abilities, and Other Characteristics

  • Exceptional oral and written communication, and organizational skills
  • Strong proofreading and analytical skills to ensure top quality of legal documents
  • Exhibit well-developed interpersonal skills
  • Meet expected billable hours
  • Enjoy working with divers personalities
Apply
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