Estate Administration Paralegal

Job Juncture; Town of Smithtown (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Benefits

Job summary

Job Juncture in Smithtown, NY is seeking an Estate Administration Paralegal to support attorneys in probate and trust administration, asset collection, and distributions to beneficiaries.

The role requires 3+ years in trusts & estates, strong drafting and communication skills, and proficiency with Microsoft Office and legal case management software. Salary ranges 75k–90k USD per year 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
• 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
• 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 and fiduciary income tax returns 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

Strong communication

Organizational skills

Office software proficiency

Education

Bachelor's degree or Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

• 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:

Qualifications:

• Bachelors degree or Paralegal Certificate preferred
• 3+ years of experience as a Trusts & Estates or Estate Administration paralegal
• Knowledge of probate procedures and Surrogates 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

Why is This a Great Opportunity:

Our client is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, 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.

Salary Type : Annual Salary

Salary Min : $ 75000

Salary Max : $ 90000

Currency Type : USD