Trust & Estate Paralegal

📍 Location TBD·🏢 On-site

Responsibilities

Assisting with all phases of estate and trust administration Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings Monitor and maintain the administration of assigned estates and trusts Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust Prepare federal and New York State estate tax returns, as required Marshalling and transfer of assets Gather information needed for preparation of

Requirements: Minimum of 2 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); and Either a minimum of 2 years of college, Paralegal Certificate or equivalent work
experience or Bachelor’s degree in Accounting/Tax Must be an independent, proactive, organized and diligent worker and able to work with minimal direction; Must be able to respond quickly and positively to shifting demands and opportunities; Must be able to create positive working relationships and effectively communicate with all parties in the transaction; Must demonstrate strong analytical and problem-solving skills; Must possess excellent writing and verbal skills; Must be able to multi-task, be
Experience with bookkeeping, tax and estate administration software programs a plus At Bond, exceptional work product and a collegial work environment are cornerstones of our success.

Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys in over 30 practice groups, is accepting applications for a full-time Trust and Estate Paralegal to support our Trust and Estate Department in our Rochester, NY location. Position
Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community-based organizations.
This position's salary range is between $65,000 and $75,000 negotiable based on years’ experience.
Bond, Schoeneck & King PLLC provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state or federal law.