Paralegal - Trusts and Estates

Location: Albany and Rochester, NY (Hybrid remote opportunity) Role Overview The Trusts & Estates Team at Harris Beach Murtha seeks a motivated paralegal with a positive, flexible attitude to assist multiple attorneys with a wide range of estate planning and administration matters. Responsibilities Prepare and file probate documents, fiduciary accountings, and related court filings. Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications. Draft and finalize estate planning documents such as wills, trusts, powers of attorney, and beneficiary designations, and assist in retitling assets. Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits. Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for both informal and formal settlements of estates and trusts. Conduct legal research related to trusts, estates, tax regulations, and case law. Communicate with clients to gather information, provide updates, and respond to inquiries. Organize and maintain physical and electronic files to ensure accessibility and accuracy. Support attorneys with case management and day‑to‑day administrative needs. Perform additional duties as assigned. Qualifications 1+ years of experience as a trusts and estates paralegal (3+ years preferred). Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns, including Forms 1041, 706, and related NewYork forms. Ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation. Strong organizational, analytical, and proofreading skills to ensure accuracy of legal documents. Exceptional oral and written communication skills, with a client‑focused approach. Proficiency in Microsoft Office (Word, Excel, Outlook); experience with fiduciary income tax preparation and fiduciary accounting software is a plus. Notary Public license or willingness to obtain one after hire. Salary and Schedule Anticipated weekly schedule: Albany – 37.5 hours per week; Rochester – 38.75 hours per week. Albany: $33.34–$43.59 per hour Rochester: $32.26–$42.19 per hour Equal Opportunity Employer Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer. #J-18808-Ljbffr