Paralegal - Trusts and Estates

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.

Step into a hands‑on role supporting attorneys and clients with essential trust and estate administration work, including:

• Preparing probate and administration petitions
• Drafting estate and trust accountings, receipts, and releases
• Preparing asset inventories and valuations
• Assisting executors with marshaling and managing probate assets
• Preparing federal and state estate tax returns
• Supporting trust administration and fiduciary accounting

• 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 Hot Docs and FAS accounting system is a plus

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

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-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 l