Estate Administration Paralegal

Management Performance Associates; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Management Performance Associates seeks an Estate Administration Paralegal to support its legal team in Smithtown/Melville, NY. The role covers probate and estate administration, asset valuation, and post-mortem planning, working with attorneys to meet deadlines and client needs.

The ideal candidate has 3+ years in trusts & estates, strong drafting and communication skills, and proficiency in MS Office and case management software. On-site position with solid benefits.

Qualifications

• 3+ years of experience in Trusts & Estates or estate administration.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Proficiency in Microsoft Office and legal case management software.

Responsibilities

• 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 for the attorney.
• Monitor deadlines and maintain estate administration calendars and checklists.
• Prepare estate tax returns (IRS Form 706) and fiduciary returns with CPAs.
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Skills

Estate administration

Estate law

Drafting

Communication

Organization

Microsoft Office

Paralegal experience

Education

Bachelor’s degree

Paralegal Certificate

Tools

Case management software

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