Estate Administration Paralegal

R.L. Barclay & Associates; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Top Echelon Software, LLC is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, NY or 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 and communication skills, excellent organizational abilities, and the capacity to manage multiple matters and deadlines efficiently.

Qualifications

• 3+ years of estate administration/Trusts & Estates paralegal experience.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Strong drafting and communication skills; detail oriented.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect, value, and manage estate assets and date-of-death valuations.
• Draft 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 and fiduciary income tax returns with CPAs.
• Assist with trust funding and post-mortem planning.
• Review estate bank statements and prepare informal accountings.

Skills

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

Legal 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