Estate Administration Paralegal: Probate & Trusts Expert

KLA Industries; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

KLA Industries in Smithtown or Melville, NY is seeking an Estate Administration Paralegal to support its legal team in all facets of estate and trust administration, including probate proceedings, asset collection, and distributions to beneficiaries.

The role requires strong drafting, communication, and organizational skills, plus the ability to manage multiple matters and deadlines in collaboration with attorneys and CPAs. Salary ranges from $70K to $90K with solid benefits.

Qualifications

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years of Trusts & Estates or Estate Administration paralegal experience.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Familiarity with estate tax and fiduciary income tax returns.
• Strong written and verbal communication, with excellent organizational skills.
• 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 (IRS 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

Strong written and verbal ileti

Excellent organizational skills

Attention to detail

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

KLA Industries in Smithtown or Melville, NY is seeking an Estate Administration Paralegal to support its legal team in all facets of estate and trust administration, including probate proceedings, asset collection, and distributions to beneficiaries.

The role requires strong drafting, communication, and organizational skills, plus the ability to manage multiple matters and deadlines in collaboration with attorneys and CPAs. Salary ranges from $70K to $90K with solid benefits.