Estate Admin Paralegal - Probate & Trusts Specialist

H.T. Prof Executive Search; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Solid benefits

Job summary

H. T. PROF Group seeks an Estate Administration Paralegal to join its legal team in Smithtown Melville, NY. You will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distributions to beneficiaries.

The role requires strong drafting, communication, and organizational skills and the ability to manage multiple matters and deadlines efficiently.

Qualifications

• Knowledge of probate procedures and Surrogate’s Court rules.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect estate assets and value them, including date-of-death valuations.
• Draft and file inventories, accounts, receipts, releases, and consents.
• Communicate with clients, financial institutions, and government agencies.
• Monitor deadlines and maintain estate administration calendars.
• Prepare estate tax returns (IRS Form 706) and fiduciary income tax returns (Form 1041) with CPAs.
• Review bank statements and assist with trust funding and post-mortem planning.

Skills

Probate procedures knowledge

Surrogate’s Court rules familiarity

Strong communication and organization

Education

Bachelor’s degree or Paralegal Certificate preferred

Job description

H. T. PROF Group seeks an Estate Administration Paralegal to join its legal team in Smithtown Melville, NY. You will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distributions to beneficiaries.

The role requires strong drafting, communication, and organizational skills and the ability to manage multiple matters and deadlines efficiently.