Estate Administration Paralegal

Keystone Distinction Group; Hauppauge (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A legal services provider is seeking an Estate Administration Paralegal to assist attorneys with estate and trust administration in the Smithtown area. This role involves preparing legal documents, managing estate assets, and communicating with clients. Candidates should have strong organizational skills, a bachelor’s degree or paralegal certification, and at least three years of related experience. The position offers a competitive salary ranging from 70K to 90K, along with solid benefits.

Qualifications

• 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.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect and value estate assets, obtaining date-of-death valuations.
• Draft and file legal documents, including inventories and accountings.

Skills

Communication skills

Organizational skills

Drafting skills

Time management

Education

Bachelor’s degree or 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, 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