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Underberg & Kessler LLP

Paralegal - Trusts and Estates

Underberg & Kessler LLP, Rochester, New York, United States

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Underberg & Kessler LLP provided pay range This range is provided by Underberg & Kessler LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $55,000.00/yr - $65,000.00/yr

Direct message the job poster from Underberg & Kessler LLP

Underberg & Kessler LLP, a respected and long-standing law firm, is seeking a skilled

Trusts & Estates Paralegal

to join our Rochester office. If you thrive in a collaborative environment and are passionate about supporting clients through meaningful estate and trust matters, we want to hear from you.

What You’ll Do

Prepare probate and administration petitions

Draft estate and trust accountings, receipts, and releases

Prepare asset inventories and valuations

Assist executors with marshaling and managing probate assets

Prepare federal and state estate tax returns

Support trust administration and fiduciary accounting

What We’re Looking For

A two- or four-year degree and/or Paralegal Certificate

Minimum of

three years of current Trusts & Estates paralegal experience

Strong knowledge of probate procedures, Surrogate’s Court practice, and fiduciary income tax returns

Excellent written and verbal communication skills

Detail-oriented, proactive, and professional workstyle

Comfortable with Microsoft Word and Excel; experience with HotDocs and FAS accounting system is a plus

Who You Are An organized multitasker who enjoys navigating estate processes, interpreting wills and trust documents, and helping families through important life transitions with accuracy and care.

Why Join Us? Underberg & Kessler LLP offers a collegial workplace where your contributions truly matter. We provide a competitive salary and excellent benefits package. Compensation is commensurate with experience and skillset, typically ranging

$55,000–$65,000 .

With a long-standing history of excellence, Underberg & Kessler has been proudly serving businesses and individuals across Western New York for over 100 years. As a trusted legal partner, we are known for delivering top-tier legal services while fostering a supportive and collaborative environment where attorneys can grow, thrive, and make a meaningful impact.

Underberg & Kessler LLP is an Equal Opportunity Employer.

We value diversity and are committed to creating an inclusive environment for all employees.

Please submit your cover letter, references and resume to Leslie Helmerci, Legal Operations and HR Manager, at

lhelmerci@underbergkessler.com .

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