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Title : Trusts And Estates Paralegal

Location : New York - Buffalo
Refer to Job # FTKV723116

Trusts And Estates Paralegal The candidate will provide administrative support to four attorneys in estate administration and trust administration. Responsibilities will include: drafting, editing, and finalizing correspondence; opening and maintaining client files; interacting with clients by phone and in person; establishing and maintaining calendar and deadline reminder systems; requesting, analyzing, and tracking financial information relevant to decedent s estates and trusts; preparing accountings for estates and trusts; preparing probate documents for submission to the Surrogate s Court. Should have 3+ years of legal assistant or paralegal experience. Previous experience working in the Estate Planning practice group of a law firm is strongly preferred. Proficiency in Microsoft Office software programs, accuracy, solid attention to detail, and excellent proofreading skills are required. Must have familiarity with: HotDocs-Surrogate s Court forms; tax and accounting software; gift, estate tax, and fiduciary income tax returns.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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