Estate Administration Paralegal

Accounting Search; Hauppauge (NY); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Accounting Search is seeking an Estate Administration Paralegal to join its legal team in New York. The role supports attorneys with probate, estate administration, asset collection, and trust matters from Smithtown or Melville locations.

Required: 3+ years in trusts & estates or estate administration, degree or paralegal certificate, and strong drafting/communication skills. Proficiency in MS Office and case management software is preferred. Salary 70k–90k with solid benefits.

Qualifikationen

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years of experience in Trusts & Estates or estate administration.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Familiarity with estate tax and fiduciary income tax returns.
• Strong written and verbal communication, detail-oriented.
• Proficiency in Microsoft Office and legal case management software.

Aufgaben

• Prepare and file probate and administration petitions with the Surrogate's Court
• Collect estate assets and obtain 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 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

Kenntnisse

Communication

Drafting

Organizational skills

Attention to detail

Ausbildung

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Case management software

Jobbeschreibung

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