Trusts & Estates Paralegal

Trusts and Estates Paralegal, Rochester, NY Insero Talent Solutions is thrilled to partner with a dynamic and growing law firm in Rochester, NY, in search of a Trust & Estate Paralegal. This is an excellent opportunity for a Paralegal looking to deepen their experience in trusts and estates work while contributing meaningfully to a practice that values compassion, professionalism, and long-term growth. The firm offers strong flexibility, a supportive environment, and hands‑on mentorship from attorneys who prioritize training, collaboration, and opportunities for advancement. Responsibilities Draft and prepare a wide range of estate planning and administration documents, including wills, trusts, powers of attorney, healthcare proxies, probate filings, and related legal documents. Prepare and file probate and administration petitions; coordinate with Surrogate’s Court; track deadlines, notices, and follow-up correspondence to ensure smooth estate administration. Draft estate and trust accountings, receipts, releases, fiduciary reports, and assist with judicial accountings as needed. Gather and organize financial information to prepare detailed asset inventories, valuations, and supporting schedules. Assist executors and trustees with marshaling, tracking, and managing probate and trust assets; liaise with financial institutions, insurance companies, and other third parties. Assist in preparing federal and state estate tax returns, gift tax returns, and supporting schedules, including gathering and organizing required financial data. Support ongoing trust administration, including funding, distributions, beneficiary communications, required notices, and fiduciary record‑keeping. Serve as a compassionate and professional point of contact for clients, beneficiaries, and outside professionals; schedule meetings and gather required information. Conduct basic legal research and ensure compliance with state and federal regulations, court requirements, and procedural deadlines. Maintain organized electronic and physical files, track workflows, prepare closing binders, and monitor matter progress through completion. Requirements A two- or four-year degree and/or Paralegal Certificate, preferred. 3+ years of current Trusts & Estates paralegal experience. Strong writing, drafting, and proofreading skills with exceptional attention to detail. Ability to manage multiple matters simultaneously in a fast‑moving environment. Compassionate and professional communication style with clients navigating sensitive life events. High level of organization, initiative, and follow‑through. Proficiency with Microsoft Office and/or legal case management systems; willingness to learn firm‑specific software. #J-18808-Ljbffr