Estate Administration Paralegal

Calqulate Metrics Ltd; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Calqulate Metrics Ltd seeks an Estate Administration Paralegal to support our legal team from Smithtown, NY or Melville, NY. You will assist attorneys with probate proceedings, asset collection, and distributions to beneficiaries, while managing deadlines and complex documentation.

The ideal candidate has 3+ years in trusts & estates or estate administration, a strong knowledge of probate procedures, and solid drafting and organizational skills.

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 and attention to detail.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate’s Court.
• Collect and value estate assets and prepare date-of-death valuations.
• Draft and file inventories, accountings, receipts and releases, and consents.
• Communicate with clients, financial institutions, and government agencies.
• Monitor deadlines and maintain estate calendars and checklists.
• Prepare estate tax returns and fiduciary income tax returns with CPAs.
• Review estate bank statements and prepare informal accountings.
• Assist with trust funding and post-mortem planning.

Skills

Estate paralegal exp

Strong written and verbal comms

Education

Bachelor's degree

Paralegal Certificate

Tools

MS Office

Case management software

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