Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Trusts & Estates Team at Harris Beach Murtha is seeking a Paralegal to assist multiple attorneys with estate planning and administration matters. This role requires a positive, flexible attitude and the drive to support attorneys with a wide range of tasks.

Responsibilities

• Prepare and file probate documents, fiduciary accountings, and related court filings
• Assist with estate and trust administration, including asset tracking, funding, and beneficiary communications
• Draft and finalize estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations
• Assist in retitling assets in accordance with attorney direction
• Assemble and organize financial records for fiduciary accountings, estate tax returns, and audits
• Prepare, edit, and review fiduciary accountings, estate tax returns, fiduciary income tax returns, and settlement papers for both informal and formal settlement of estates and trusts
• Conduct legal research related to trusts, estates, tax regulations, and case law
• Communicate with clients to gather information, provide updates, and respond to inquiries
• Organize and maintain physical and electronic files to ensure accessibility and accuracy
• Support attorneys with case management and day-to-day administrative needs
• Perform additional duties as assigned

Requirements

• 1+ years of experience as a trusts and estates paralegal required
• Experience preparing Surrogate’s Court filings, fiduciary accountings, and tax returns (including Forms 1041, 706, and related New York forms)
• Ability to assist with estate administration, including asset inventory, valuation, distribution, and probate documentation
• Complete a minimum 1400 billable hours annually
• Comfortable working a hybrid schedule (1 day remote)

Skills

• Strong organizational, analytical, and proofreading skills
• Exceptional oral and written communication skills
• Client-focused approach
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with fiduciary income tax preparation and fiduciary accounting software a plus
• Well-developed interpersonal skills (exude patience and empathy), particularly with clients
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Enjoy working with diverse personalities within various levels of the firm

Location

• Albany, NY
• Rochester, NY

Work Type

• Hybrid remote opportunity
• Hybrid schedule (1 day remote)

Experience Level

• 3+ years of experience preferred

Education Level

• Notary Public license (or willingness to obtain one after hire)

Salary/Compensations

• Albany: $33.34 - $43.59/hour
• Rochester: $32.26 - $42.19/hour

About the Company

• Harris Beach Murtha formed in 2025 via the combination of Harris Beach PLLC and Murtha Cullina LLP.
• A forward-thinking and innovative partnership with the benefit of more than 250 years of combined history, Harris Beach Murtha’s New York roots reach back to 1856 and the firm has had ties to New England since 1936.
• Harris Beach and Murtha Cullina were separately among the country’s top law firms as ranked by The National Law Journal.
• Harris Beach Murtha and its subsidiaries have a strong Northeast presence, but a global reach.
• Clients include Fortune 100 corporations, privately held companies, emerging businesses, public sector entities, tax-exempt organizations and individuals.
• The firm’s practice areas and industries served span appellate law, business litigation, commercial real estate, construction, corporate, environmental, energy, financial institutions, financial restructuring, government compliance and investigations, health care, immigration, intellectual property, labor and employment, mass torts, medical and life sciences, political law, product liability, public finance, tax, and trusts and estates.
• The firm’s lawyers and consultants practice from offices throughout Connecticut in Bantam, Hartford, New Haven and Stamford; New York state in Albany, Buffalo, Ithaca, New York City, Rochester, Saratoga Springs, Syracuse, Long Island and White Plains, as well as in Boston, Massachusetts and Newark, New Jersey.

Equal Opportunity

• Harris Beach Murtha recognizes everyone has a right to be included.
• Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied backgrounds and skills, including military experience.
• Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.
• The firm’s policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits and termination.
• It is the policy of Harris Beach Murtha Cullina PLLC that all applicants and employees enjoy a positive, respectful and productive work environment, free from behavior, actions or language constituting unlawful harassment.
• Accordingly, harassment or discrimination of any kind based on an individual’s race or color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status or any other legally protected status is strictly prohibited.
• Harris Beach Murtha complies with the provisions of the Human Rights Law, all other State and Federal statutory and constitutional non-discrimination provisions including non-discrimination on the basis of prior criminal conviction and prior arrest.