Job description

Our client is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, NY or Melville, NY, he/she will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. This position requires strong communication, drafting, and organizational skills, as well as the ability to manage multiple matters and deadlines efficiently. Key Responsibilities: • Prepare and file probate and administration petitions with the Surrogate's Court • Collecting and valuing estate assets, including obtaining date-of-death valuations • Draft and file legal documents such as inventories, accountings, receipts and releases, and consents • Communicate with clients, financial institutions, and government agencies on behalf of the attorney • Monitor deadlines and maintain estate administration calendars and checklists • Prepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAs • Review and reconcile estate bank statements and prepare informal accountings • Assist with trust funding, trust administration, and post-mortem planning Qualifications: • Bachelor’s degree or Paralegal Certificate preferred • 3+ years of experience as a Trusts & Estates or Estate Administration paralegal • Knowledge of probate procedures and Surrogate’s Court rules • Familiarity with estate tax and fiduciary income tax returns • Strong written and verbal communication skills • Excellent organizational skills and attention to detail • Proficiency in Microsoft Office and legal case management software Salary is between 70K-90K plus solid benefits

Requirements

Must-haves

Prepare and file probate and administration petitions with the Surrogate's Court
Collecting and valuing estate assets, including obtaining date-of-death valuations
Draft and file legal documents such as inventories, accountings, receipts and releases, and consents
Communicate with clients, financial institutions, and government agencies on behalf of the attorney
Monitor deadlines and maintain estate administration calendars and checklists
Prepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAs
Review and reconcile estate bank statements and prepare informal accountings
Assist with trust funding, trust administration, and post-mortem planning
3+ years of experience as a Trusts & Estates or Estate Administration paralegal
Knowledge of probate procedures and Surrogate’s Court rules
Familiarity with estate tax and fiduciary income tax returns
Strong written and verbal communication skills
Excellent organizational skills and attention to detail
Proficiency in Microsoft Office and legal case management software
Salary is between 70K-90K plus solid benefits

Nice-to-haves

Bachelor’s degree or Paralegal Certificate preferred

Application prep

Use the role’s language and application details while tailoring your materials.

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