Estate Administration Paralegal

Zaddy Solutions; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Zaddy Solutions seeks an Estate Administration Paralegal to join its legal team in New York. The role involves assisting attorneys with probate, estate and trust administration, asset collection, and distributions to beneficiaries from Smithtown or Melville locations.

Ideal candidates will have 3+ years in estate administration, a paralegal certificate or degree, strong drafting, and organizational skills, plus proficiency with MS Office and case management software.

Qualifications

• 3+ years of experience as a Trusts & Estates or Estate Administration paralegal.
• Strong written and verbal communication skills are required.
• Excellent organizational skills and attention to detail.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect and value estate assets, including obtaining date-of-death valuations.
• Draft and file 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 (IRS Form 706 and state forms) and fiduciary income tax returns (Form 1041) with CPAs.
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Skills

3+ years estate/paralegal

Strong written & verbal communication

Excellent organizational skills

Legal case management software

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

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