Bond Sales Officer jobs in Rochester, NY

Bond, Schoeneck & King, PLLC, a law firm of 300 attorneys, is accepting applications for an experienced Trust & Estate Paralegal in our Rochester, New York office.  The ideal candidate is a true self-starter, collaborative and a creative trust & estate professional.  The successful candidate will provide paralegal support to the Public Administrator.

 Position Responsibility:

• Open new estate administration matters wherein the Monroe County Public Administrator is appointed.
• When applicable, prepare, or direct other staff to prepare, relevant appointment document(s) for execution and submission to Surrogate’s Court.
• Assist with the collection of tangible assets, inventory each asset, and keep asset ledgers current.
• Notify financial institutions of passing of decedent and appointment of Public Administrator. Obtain necessary paperwork to closeout decedent’s accounts (i.e. stocks, life insurance, mutual funds, etc.) and transfer such accounts, along with any non-beneficiary designated assets, into the name of the estate.
• Log all real estate on appropriate ledgers and update as needed.
• Obtain approval for payment of debts and administrative expenses. Utilize estate funds to pay necessary debts and administrative expenses with the approval of the Public Administrator/Deputy Public Administrator.
• Assist in preparation of all judicial settlement documents required to formally close the estate with the Surrogate’s Court and assist in serving all interested parties in accordance with relevant notice requirements under the New York State Surrogate’s Court Procedure Act.
• Prepare and file six-month reports in June and December and annual report in the beginning of every calendar year in accordance with SCPA §1208(2) with the Monroe County Surrogate’s Court. Run reports of all open estates and prepare monthly settlement reports to be filed with the Monroe County Surrogate’s Court.