Estate Administration Pro: Probate & Trusts

MDS Staffing; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

MDS Staffing seeks an Estate Administration Paralegal to support a Suffolk County law team from Smithtown or Melville, NY. You will assist attorneys in probate, estate administration, asset collection, and distributions to beneficiaries.

Ideal candidates have 3+ years in trusts and estates, a paralegal certificate or degree, and strong drafting, communication, and organizational skills. Proficiency with MS Office and legal case management software is required.

Qualifications

• Bachelor's degree or Paralegal Certificate preferred.
• 3+ years 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.

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.
• Monitor deadlines and maintain estate administration calendars.
• 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

Organization

Detail-orientated

Drafting support

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

MDS Staffing seeks an Estate Administration Paralegal to support a Suffolk County law team from Smithtown or Melville, NY. You will assist attorneys in probate, estate administration, asset collection, and distributions to beneficiaries.

Ideal candidates have 3+ years in trusts and estates, a paralegal certificate or degree, and strong drafting, communication, and organizational skills. Proficiency with MS Office and legal case management software is required.