Trust & Estates Paralegal

Krgstaffing; City of Rochester (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Krgstaffing supports a prominent New York State law firm in Rochester, seeking an estate and trust administrator for the Trust & Estates department. This role focuses on supporting the administration of estates and trusts across all phases.

You will prepare pleadings to initiate estate proceedings and judicial settlements, marshal assets, monitor accounts, and e-file documents in various counties. Additional duties include preparing federal and NYS estate tax returns, fiduciary income tax

Responsibilities

• Assist with all phases of estate and trust administration
• Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
• Monitor estate and trust accounts
• Prepare federal and NYS estate tax returns
• Prepare fiduciary income tax returns
• Marshalling and transfer of assets
• E-file documents in various counties
• Conduct investigations and prepare correspondence/documents for attorney review
• Communicate with IRS, NYS and other tax authorities regarding notices

Job description

Unique opportunity to join the Trust & Estates department of a prominent New York State law firm.

Job Duties:

• Assist with all phases of estate and trust administration
• Prepare pleadings to file with courts to initiate estate proceedings and judicial settlement proceedings
• Monitor estate and trust accounts
• Prepare federal and NYS estate tax returns
• Prepare fiduciary income tax returns
• Marshalling and transfer of assets
• E‑file documents in various counties
• Conduct investigations and prepare correspondence/documents for attorney review
• Communicate with IRS, NYS and other tax authorities regarding notices