<p>Our client, a successful estate planning law firm, is seeking a Paralegal to join their team. The ideal candidate will support attorneys and work closely with clients throughout the probate and estate settlement process. </p><p><br></p><p><strong>Location: </strong>Pittsford, NY </p><p><strong>Salary: </strong>$75,000 - $95,000 (depending on experience)</p><p><strong>Schedule:</strong> In-Office M-F</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Assisting attorneys in the probate and administration of decedents’ estates, including administration of trusts.</li><li>Preparing documents and filing documents with Surrogate’s Court.</li><li>Meeting with clients both in person and on the phone, and you will be dealing with courts and various financial institutions on our clients’ behalf. </li><li>Assist in all phases of estate administration, including gathering asset information, preparing inventories, and tracking estate expenses.</li><li>Communicate with clients to collect necessary documents, provide case updates, and address routine inquiries.</li><li>Contact banks, brokerage firms, insurance companies, and other financial institutions to obtain account information, request asset valuations, and process transfers.</li><li>Draft correspondence, memoranda, waivers, consents, and other related estate documents.</li><li>Maintain organized case files, calendars, and deadlines to ensure timely filings and compliance with court requirements.</li><li>Coordinate with accountants, appraisers, and other third-party professionals as needed.</li><li>Provide general administrative support to the partner, including document management and scheduling.</li></ul>

<p><strong>Requirements: </strong></p><ul><li>2+ years of experience as a legal assistant or paralegal in the trust & estates field.</li><li>Excellent written and verbal communication skills; professional client service mindset.</li><li>Ability to manage multiple matters, prioritize tasks, and meet deadlines with minimal supervision.</li><li>Proficiency with legal practice management software and Microsoft Office Suite.</li><li>High attention to detail, accuracy, and organization.</li></ul>

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