Bond, Schoeneck & King PLLC, a full-service law firm of 285 attorneys with 15 offices that are located across New York State, as well as in Boston, Kansas City, FL and NJ, is seeking a full-time Trust and Estate Paralegal to support our Trust and Estate department in our Buffalo, NY office.
Position Responsibilities:
Assisting with all phases of estate and trust administration
Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
Monitor and maintain the estate administration and trust administration
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Gather information regarding the assets and debts of an estate and/or trust
Marshalling and transfer of assets
Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns
Preparation of estate/trust accountings
eFiling of documents in various counties
Conducts investigations, prepares correspondence or documents for attorneys review
Contacts court administration and regulatory bodies as needed to fulfill job assignment
Position Requirements:
Must be an independent, proactive, organized and diligent worker and able to work with minimal direction
Must be able to respond quickly and positively to shifting demands and opportunities
Must be able to create positive working relationships and effectively communicate with all parties in the transaction
Must demonstrate strong analytical and problem-solving skills
Must possess excellent writing and verbal skills
Must be able to multi-task, be detailed oriented and be able to prioritize daily tasks and responsibilities
Experience with tax and estate administration software programs a plus
Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required)
Minimum of 2 years of college, Paralegal Certificate or equivalent work experience (Preferred)
At Bond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which we live and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community- based organizations. We are an EEO employer.
We are an EEO Employer. In light of the COVID-19 pandemic, please note that all newly hired personnel must be fully vaccinated against COVID-19 by their first day of employment.
Bond, Schoeneck & King PLLC, a full-service law firm of 285 attorneys with 15 offices that are located across New York State, as well as in Boston, Kansas City, FL and NJ, is seeking a full-time Trust and Estate Paralegal to support our Trust and Estate department in our Buffalo, NY office.
Position Responsibilities:
Assisting with all phases of estate and trust administration
Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
Monitor and maintain the estate administration and trust administration
Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
Gather information regarding the assets and debts of an estate and/or trust
Marshalling and transfer of assets
Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns
Preparation of estate/trust accountings
eFiling of documents in various counties
Conducts investigations, prepares correspondence or documents for attorneys review
Contacts court administration and regulatory bodies as needed to fulfill job assignment
Position Requirements:
Must be an independent, proactive, organized and diligent worker and able to work with minimal direction
Must be able to respond quickly and positively to shifting demands and opportunities
Must be able to create positive working relationships and effectively communicate with all parties in the transaction
Must demonstrate strong analytical and problem-solving skills
Must possess excellent writing and verbal skills
Must be able to multi-task, be detailed oriented and be able to prioritize daily tasks and responsibilities
Experience with tax and estate administration software programs a plus
Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (Required)
Minimum of 2 years of college, Paralegal Certificate or equivalent work experience (Preferred)
At Bond, exceptional work product and a collegial work environment are cornerstones of our success. We are committed to the communities in which we live and work. Bond has long recognized the value, both to its team and to our communities, of active participation in and support of charitable, governmental, professional and community- based organizations. We are an EEO employer.
We are an EEO Employer. In light of the COVID-19 pandemic, please note that all newly hired personnel must be fully vaccinated against COVID-19 by their first day of employment.
