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Trust & Estate Paralegal
Location: Vestal
Date: January 29, 2021

Trust & Estate Paralegal

The Trust & Estate Paralegal is a professional position responsible for the administration of multiple estate and Medicaid files.

Key Responsibilities:

• Prepare and file probate documents with the Court.
• Meet with clients and attorneys to gather information for the preparation of legal documents or Medicaid documents.
• Work with clients to value, marshal and distribute estate assets.
• Identify and discharge all estate liabilities.
• Maintain and balance estate checking account.
• Preparation of estate and inheritance tax returns.
• Work with tax professionals on the preparation of fiduciary income tax returns.
• Preparation of final accountings and all other related documents required for closing the estate.
• Prepare and file documents with the Department of Social Services.
• Gather and analyze required information for Medicaid applications.
• Assist attorneys and their clients with wealth management to protect assets from the nursing home.
• Assist clients with yearly Medicaid recertifications.

Job Requirements and Necessary Skills:

• Bachelor or Associate’s degree, preferably in Paralegal or related studies, or an accredited Paralegal Certificate. Greater consideration will be given for some Paralegal experience.
• Computer proficiency including experience with software applications such as WordPerfect, Word, Excel, IBM Notes. Tedec or any other Trust & Estate specific software is helpful.
• Excellent communication skills, both verbal and written, due to extensive contact with clients, attorneys, courts, government agencies and many others.
• Precise attention to detail and efficient record-keeping required.
• Ability to handle large, fast-paced volume of work.

• Ability to lift up to 10 pounds.

• Ability to remain stationary position and to move about inside an office building for files/documents as needed

Benefits include:

Health, Dental, and Vision insurance; Paid Time Off; Retirement Plans; Long Term Disability Insurance; Life Insurance


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