Senior Trust & Estate Paralegal

Trusts & Estates Paralegal
Albany, New York

Insero Talent Solutions is thrilled to partner with a well-established, growing law firm in their search for an experienced Trusts & Estates Paralegal to join their team.

Our client offers a collaborative, professional environment where employees have the opportunity to work alongside experienced attorneys, support a diverse range of client matters, and build long-term careers. With a strong commitment to client service and continued growth, the firm provides an excellent opportunity for a motivated legal professional seeking a dynamic and rewarding position.

The Trusts & Estates Paralegal will work closely with multiple attorneys, providing comprehensive support across estate planning, trust and estate administration, and related matters. This position is ideal for a detail-oriented, proactive professional who enjoys managing complex assignments, building relationships with clients, and contributing to a highly collaborative legal team.

Responsibilities:

• Support attorneys with a variety of trusts and estates matters, including estate planning, probate, trust administration, and estate settlement
• Prepare, review, and coordinate probate petitions, Surrogate's Court filings, and other estate administration documentation
• Assist with the preparation and administration of wills, trusts, powers of attorney, beneficiary designations, and related estate planning documents
• Prepare fiduciary accountings, estate tax returns, and fiduciary income tax returns, including applicable federal and New York State filings
• Assist with estate and trust administration, including identifying, valuing, tracking, and distributing assets
• Gather, review, and organize financial records and supporting documentation for accountings, tax filings, and estate settlements
• Coordinate asset transfers, beneficiary distributions, and the retitling of assets
• Prepare documentation associated with formal and informal estate and trust settlements
• Communicate directly with clients, beneficiaries, financial institutions, and other relevant parties throughout the administration process
• Conduct legal research and assist attorneys with ongoing case management and administrative needs
• Maintain organized and accurate electronic and physical files while managing multiple matters and competing deadlines

Requirements:

• 3+ years of experience as a Trusts & Estates Paralegal required
• Strong working knowledge of estate administration, probate procedures, and Surrogate's Court filings
• Experience preparing fiduciary accountings, estate tax returns, and fiduciary income tax returns, including Forms 1041 and 706
• Familiarity with New York State trusts and estates procedures, documentation, and filing requirements
• Exceptional organizational skills with strong attention to detail, accuracy, and document preparation
• Excellent written and verbal communication skills with a professional, client-focused approach
• Ability to independently prioritize responsibilities, manage multiple deadlines, and support several attorneys simultaneously
• Strong interpersonal skills, professionalism, discretion, and sensitivity when working with clients and families
• Proficiency in Microsoft Office, including Word, Excel, and Outlook; experience with fiduciary accounting and tax preparation software preferred
• Notary Public designation or willingness to obtain one
• Ability to work collaboratively in a fast-paced legal environment while meeting established billable hour expectations