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Title : Paralegal

Location : New York - Rochester
Refer to Job # RQOI728111

Paralegal The candidate will handle all aspects of the estate and trust administration process. Will be substantial client contact as well as interaction with the department s attorneys. Will include: Assume significant responsibility and hands-on experience in a collaborative, sophisticated and team-oriented work environment. Secure documents related to the client s estate. Assist in valuing the assets in the estate. Prepare documents and assist with creating and transferring assets into trusts to ease the probate process. Prepare and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings, and notices). Filing life insurance claims and other death benefits. Contact beneficiaries and next of kin regarding admission of the will and other probate hearings. Administer estate accounts and assisting with the liquidation and transfer of property. Prepare income tax returns for the estate or trust, including fiduciary income tax planning. Prepare federal and/or NY estate tax returns. Participate in the administration of guardianships and trusts. Assist with name changes and adoption proceedings. Assist with preparing estate documents for the attorney s review (wills, powers of attorney, healthcare directives, and living wills). Qualifications: Associates degree in paralegal studies and paralegal certificate or a combination of appropriate job related experience and education.. Ability to work independently and in a team setting. Ability to multi-task. Excellent initiative and follow through. Excellent organizational and problem-solving skills. Excellent grammar and communication skills. Excellent customer service. Strong work ethic. Ability to maintain composure in high volume periods. Strong knowledge of the Microsoft Office Suite. Preferred Qualifications: Bachelors' Degree. 1-3 years of trust and estates administration experience as a paralegal. Proficiency in estate planning and probate document drafting software.

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