Trusts amp Estates Paralegal

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Trusts & Estates Paralegal

The candidate should have a two- or four-year degree and/or Paralegal Certificate with a minimum of two years of current work experience handling all aspects of trust and estate administration including, but not limited to, preparing petitions for probate and/or administration; preparing estate and trust accountings; drafting disclaimers and receipt and release documents; preparing asset listings and valuation of assets; preparing fiduciary income tax returns and federal and state estate tax returns; and assisting executors in the marshalling of probate assets. Candidates should also possess familiarity with Surrogate’s Court practice responsibilities such as interpreting Wills and Trust instruments and the filing requirements for estate and trust administration matters. Candidates must also have strong communication skills, both verbal and written, as well as a professional and proactive workstyle. A working knowledge of Microsoft Word, Excel, HotDocs, and FAS accounting system is preferred.

Company info

Underberg & Kessler LLP.
Karen E. Marr
300 Bausch Lomb Place
Rochester
New York
United States 14604
Website : http://www.underbergkessler.com