Paralegal - Trusts and Estates

Hinman Howard & Kattell LLP•City of Binghamton, NY

13h•Onsite

About The Position

Hinman, Howard & Kattell, LLP, an established and respected law firm, is seeking an experienced Trusts and Estates Paralegal to join our collaborative team. This is an excellent opportunity for a detail-oriented professional who enjoys managing sophisticated estate and trust matters while providing exceptional service to clients during important life transitions. Our attorneys and professional staff work together across multiple offices in a supportive, team-oriented environment where collaboration, mentorship, and outstanding client service are valued. If you are looking for a position where your experience is respected and your work makes a meaningful difference, we encourage you to apply. This is a full-time position with a comprehensive benefits package.

Requirements

Three to five years of Trusts and Estates paralegal experience in a medium or large law firm preferred.
Demonstrated experience handling all aspects of estate and trust administration.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.

Nice To Haves

Bachelor's degree preferred.
Paralegal certificate preferred.
Notary Public commission preferred.
Experience with ProLaw and ProSystem Fx Tax is preferred.
Familiarity with estate administration procedures in Pennsylvania and/or Florida is a plus.

Responsibilities

Manage all phases of estate and trust administration.
Identify, gather, value, and transfer estate assets.
Prepare probate petitions, inventories, accountings, and other Surrogate's Court filings.
File and manage probate proceedings throughout New York State.
Monitor court deadlines and maintain accurate case calendars.
Conduct research to identify and locate heirs, beneficiaries, and interested parties.
Review wills, trusts, and related estate planning documents with attorneys to ensure proper administration and trust funding.
Prepare federal and state fiduciary income tax returns, estate tax returns, and personal income tax returns.
Coordinate with financial institutions, accountants, beneficiaries, and other professionals throughout the administration process.
Utilize legal and tax research resources to resolve procedural and administrative issues.
Assist with estate administrations in other jurisdictions, particularly Pennsylvania and Florida.