Corporate / Trusts & Estates Paralegal

Job Description

Job Description

Corporate Paralegal (Trusts & Estates)

Rochester, NY

Insero Talent Solutions is thrilled to partner with a dynamic and growing law firm in Rochester, NY, in search of a Corporate Paralegal with strong experience working in Trusts & Estates.

This role offers the opportunity to work closely with attorneys and clients on a variety of corporate and estate planning matters, contributing to a collaborative, client-focused team environment.

Responsibilities :

• Prepare and file petitions for probate and / or administration in Surrogate's Court.
• Draft estate and trust accountings, receipt and release documents, and other related filings.
• Assist executors and trustees in the marshalling, valuation, and transfer of probate and trust assets.
• Prepare federal and state estate tax returns and assist in compiling documentation for fiduciary income tax returns.
• Draft and organize trust funding documents and estate planning materials.
• Maintain client and estate records, ensuring compliance with court and tax filing deadlines.
• Communicate directly with clients, fiduciaries, financial institutions, and attorneys to facilitate efficient estate and trust administration.
• Support related corporate law matters, including entity formation, maintenance, and business succession planning as needed.

Requirements :