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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

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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Temporary Legal Jobs in Irondequoit, NY

Trusts & Estates Paralegal Insero Talent Solutions

Immigration Paralegal Insero Talent Solutions

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