Job Title: Probate and Trust Administration Paralegal
Location: Utica, NY
Summary: Our Client, a Utica-based law firm is seeking a Probate and Trust Administration Paralegal who excels in the estates and trust law area and are eager to join an ever-evolving organization.
Roles and Responsibilities: The Probate & Trust Administration Paralegal oversees all matters relating to probate or trust administration and reports directly to the Attorney, with job duties that include:
Handling all Probate and Trust Administration matters, including client meetings
Petition drafting and correspondence to clients and advisors.
Proposing/discussing taxes, prepares petitions, affidavits, inventory assets and waivers, and tracks these matters throughout the process.
Preparing all Probate and Trust Administration accounting for the respective matters.
Navigates through all firm software efficiently.
AAS or advanced degree, Bachelor’s degree preferred.
5+ years of probate paralegal experience.
Proficiency in Microsoft Office required; experience with client relationship management and drafting software preferred.
Ability to take direction and to work independently in a fast pace environment.
Ability to prioritize tasks and handle multiple projects simultaneously.
Strong attention to detail.
Strong interpersonal communication skills.
Salary will be commensurate based on experience.
Salary: $45,000.00 to $60,000.00 /year