Estate Administration Paralegal

Software Placement Group, SPG; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Solid benefits package

Job summary

Software Placement Group, SPG is seeking an Estate Administration Paralegal to support attorneys with all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. The role is based in Smithtown or Melville, NY.

The ideal candidate has a Bachelor’s degree or Paralegal Certificate, 3+ years in trusts and estates, and strong communication and organizational skills.

Qualifications

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years of experience in 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.

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 (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.

Skills

Probate procedures

Surrogate's Court rules

Communication skills

Organizational skills

Attention to detail

Microsoft Office

Legal case management software

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

Overview

A legal team is seeking an Estate Administration Paralegal to support attorneys with all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. This position is based out of Smithtown, NY or Melville, NY.

What you'll do

• 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 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 (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

What you'll need

• 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

Compensation and benefits

• Salary between 70K-90K
• Solid benefits package

Why this role

This role offers the chance to handle a full range of estate and trust administration matters, working closely with attorneys and CPAs on complex probate and tax matters.