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Draft and prepare a wide range of estate planning and administration documents, including wills, trusts, powers of attorney, healthcare proxies, probate filings, and related legal documents. Assist in preparing federal and state estate tax returns, gift tax returns, and supporting schedules, including gathering and organizing required financial data.

Trusts and Estates Paralegal Rochester, NY Insero Talent Solutions is thrilled to partner with a dynamic and growing law firm in Rochester, NY, in search of a Trust & Estate Paralegal. This is an excellent opportunity for a Paralegal looking to deepen their experience in trusts and estates work while contributing meaningfully to a practice that values compassion, professionalism, and long-term growth. The firm offers strong flexibility, a supportive environment, and hands-on mentorship from attorneys who prioritize training, collaboration, and opportunities for advancement. Responsibilities:<ul><li>Draft and prepare a wide range of estate planning and administration documents, including wills, trusts, powers of attorney, healthcare proxies, probate filings, and related legal documents.</li><li>Prepare and file probate and administration petitions; coordinate with Surrogate’s Court; track deadlines, notices, and follow-up correspondence to ensure smooth estate administration.</li><li>Draft estate and trust accountings, receipts, releases, fiduciary reports, and assist with judicial accountings as needed.</li><li>Gather and organize financial information to prepare detailed asset inventories, valuations, and supporting schedules.</li><li>Assist executors and trustees with marshaling, tracking, and managing probate and trust assets; liaise with financial institutions, insurance companies, and other third parties.</li><li>Assist in preparing federal and state estate tax returns, gift tax returns, and supporting schedules, including gathering and organizing required financial data.</li><li>Support ongoing trust administration, including funding, distributions, beneficiary communications, required notices, and fiduciary record-keeping.</li><li>Serve as a compassionate and professional point of contact for clients, beneficiaries, and outside professionals; schedule meetings and gather required information.</li><li>Conduct basic legal research and ensure compliance with state and federal regulations, court requirements, and procedural deadlines.</li><li>Maintain organized electronic and physical files, track workflows, prepare closing binders, and monitor matter progress through completion.</li></ul> Requirements:<ul><li>A two- or four-year degree and/or Paralegal Certificate, preferred. </li><li>3+ years of current Trusts & Estates paralegal experience.</li><li>Strong writing, drafting, and proofreading skills with exceptional attention to detail.</li><li>Ability to manage multiple matters simultaneously in a fast-moving environment.</li><li>Compassionate and professional communication style with clients navigating sensitive life events.</li><li>High level of organization, initiative, and follow-through.</li><li>Proficiency with Microsoft Office and/or legal case management systems; willingness to learn firm-specific software.</li></ul>

Insero Talent Solutions

Trusts & Estates Paralegal

Administrative Skills

Administrator Documentation

Asset Valuation

Attorney

Calendar Management

Case Management

Customer Relations

Detail Oriented

Estate Planning

Federal Laws and Regulations

Fiduciary

Financial Reporting

Follow Through

Funding

Healthcare

Insurance

Legal

Legal Documents

Legal Research

Maintain Compliance

Microsoft Office

Organizational Skills

Paralegal

Probate

Proofreading

Record Keeping

Research Skills

State Laws and Regulations

State Tax

Tax Returns

Time Management

Writing Skills

Crelate

Corporate or health care legal experience preferred.(Pay dependent on years of relevant work experience and work experience)Expected duties include but are not limited to:Coordinating the work schedules of various attorneysFacilitating efficient communication with clientsDocument preparation & formattingAssisting in coordination of billing/timekeepingPerforming light overflow work as needed to support firm (e.g. Law Offices of Pullano & Farrow PLLC Legal Assistant Remote·Full time Company website Apply for Legal Assistant About Law Offices of Pullano & Farrow PLLC At Pullano & Farrow, we recognize that effective legal counsel should concentrate its efforts on delivering practical, well-reasoned advice.

Law Offices of Pullano & Farrow PLLC Legal Assistant Remote·Full time Company website Apply for Legal Assistant About Law Offices of Pullano & Farrow PLLC At Pullano & Farrow, we recognize that effective legal counsel should concentrate its efforts on delivering practical, well-reasoned advice. Our goal is to minimize our clients' legal challenges so that they can focus on their primary objectives towards success. Our own business model has been carefully tailored to achieve timely and cost-effective results for our clients.Description Experience: 2 years legal assistant experience. Corporate or health care legal experience preferred.(Pay dependent on years of relevant work experience and work experience)Expected duties include but are not limited to:Coordinating the work schedules of various attorneysFacilitating efficient communication with clientsDocument preparation & formattingAssisting in coordination of billing/timekeepingPerforming light overflow work as needed to support firm (e.g. filing, reception fill-in or backup, light office cleaning)Skills:Typing skills (60wpm or better)Microsoft Word/Outlook/Excel knowledgePersonal relationship skillsMailingPreferred: Law firm experienceTransactional Document Organization Skills (More info supplied upon request)DictationHere are a few examples of what you'll get for the great work you provide:401(k) matchingHealth insuranceLife insurancePaid time offAbout our Firm : Pullano & Farrow promotes a high energy environment and lives up to a very simple mission – “&”.The Ampersand in our logo is there for a reason.It is the credo we live by.The & demonstrates to our clients that we are a team of professionals capable of addressing all of their legal needs – Health Care Law services & Business and Corporate Law services & Wills, Trusts, and Estates Law services & Labor and Employment Law services & Litigation Law services & Real Estate Law services.In addition, the & is a crucial part of our culture within the Firm.The “& culture” promotes an environment where one's title within the Firm is not as important as the contribution that person makes towards the Firm's goal of providing excellent and efficient services to the Firm's clients.As a result, partners & associates & paralegals & administrative assistants & other staff members all work together towards a common goal – assisting each other to provide clients with an experience unlike their experiences with other law firms.#J-18808-Ljbffr

Lawpf

Corporate Legal Assistant

Billing

Business Law

Business Model

Corporate Law

Custodial Services

Employment Law

Housekeeping/Cleaning

Litigation

Microsoft Excel

Microsoft Outlook

Microsoft Word

Real Estate Law

Typing

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The Immigration Paralegal will work closely with attorneys and clients to support a variety of business immigration matters, while helping manage active caseloads and maintain high levels of client service and responsiveness. Prepare and coordinate employment-based immigration filings and supporting documentation for submission to various government agencies, including USCIS, the Department of Labor, and the Department of State.

Immigration Paralegal Rochester, New YorkInsero Talent Solutions is partnering with a well-respected, full-service law firm in their search for an Immigration Paralegal. This position is open due to the continued growth of both the firm and its practice group. The team supports a broad portfolio of clients and offers the opportunity to work within a collaborative, fast-paced legal environment with exposure to sophisticated employment-based immigration matters.The Immigration Paralegal will work closely with attorneys and clients to support a variety of business immigration matters, while helping manage active caseloads and maintain high levels of client service and responsiveness. This role is ideal for someone who enjoys writing, organization, deadline management, and working directly with individuals from diverse professional and cultural backgrounds.Responsibilities: <ul><li>Prepare and coordinate employment-based immigration filings and supporting documentation for submission to various government agencies, including USCIS, the Department of Labor, and the Department of State</li><li>Draft detailed correspondence, support letters, forms, and case documentation related to visa and immigration matters</li><li>Communicate directly with corporate clients, foreign nationals, and government agencies regarding case status, required documentation, and filing timelines</li><li>Review, organize, and analyze supporting materials to ensure accuracy and completeness of submissions</li><li>Maintain and manage active case files, calendars, deadlines, and follow-up activities</li><li>Partner closely with attorneys and internal team members to ensure timely and high-quality client service</li><li>Assist with research, fact gathering, and document preparation for a variety of immigration-related matters</li><li>Support continuous workflow management in a deadline-driven environment with multiple competing priorities</li></ul> Requirements:<ul><li>Bachelor’s degree preferred, or an equivalent combination of education and relevant experience </li><li>Prior paralegal, legal support, or other professional writing-intensive experience preferred </li><li>Immigration experience a plus, but not required</li><li>Strong written communication skills with the ability to draft polished, professional documentation </li><li>Exceptional attention to detail, proofreading ability, and organizational skills </li><li>Ability to manage multiple projects simultaneously while maintaining accuracy and responsiveness </li><li>Comfortable working both independently and collaboratively within a team-oriented environment </li><li>Professional communication style with the ability to interact effectively with individuals across varying industries and cultural backgrounds</li></ul>

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Trusts & Estates Paralegal Insero Talent Solutions

Corporate Legal Assistant Lawpf

Immigration Paralegal Insero Talent Solutions

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