Estate Administration Paralegal | Probate & Trusts Expert

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

Job summary

Our client, NPAworldwide, is seeking an Estate Administration Paralegal to support attorneys in probate and trust administration from its Smithtown, NY office. The role involves preparing petitions, valuing assets, drafting inventories and accountings, and coordinating with CPAs on tax filings.

Strong communication and organizational skills are essential. Salary ranges from $75,000 to $90,000 with solid benefits; candidates should have a Bachelor’s or Paralegal Certificate and 3+ years of

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.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect estate assets and date-of-death valuations.
• Draft and file inventories, accountings, receipts and releases, and consents.
• Communicate with clients, financial institutions, and government agencies for the attorney.
• Monitor deadlines and maintain estate administration calendars and checklists.
• Prepare estate tax returns (IRS Form 706) and fiduciary income tax returns (Form 1041) with CPAs.
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Skills

Communication skills

Organization

Attention to detail

Probate knowledge

Written and verbal skills

Microsoft Office

Legal case management software

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

Our client, NPAworldwide, is seeking an Estate Administration Paralegal to support attorneys in probate and trust administration from its Smithtown, NY office. The role involves preparing petitions, valuing assets, drafting inventories and accountings, and coordinating with CPAs on tax filings.

Strong communication and organizational skills are essential. Salary ranges from $75,000 to $90,000 with solid benefits; candidates should have a Bachelor’s or Paralegal Certificate and 3+ years of