Estate & Probate Paralegal — Detail‑Oriented Growth

Beacon Hill; New York (NY); On-site; USD 51,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits

Growth opportunities

Job summary

Beacon Hill is assisting a growing law firm in New York with the search for an experienced Probate & Estate Administration Paralegal. The role supports attorneys in all aspects of estate administration, probate, estate planning, and fiduciary accounting, from initiation through final distribution.

The ideal candidate will have 3+ years of probate/estate experience, strong communication skills, and the ability to manage complex matters in a client-focused environment.

Qualifications

• 3+ years of probate, estate administration, trust administration, or estate planning.
• Strong understanding of probate procedures, fiduciary accounting, and estate administration processes.
• Experience preparing probate petitions, estate inventories, accountings, and related court filings.
• Excellent written and verbal communication skills with a strong client-service orientation.
• Highly organized with exceptional attention to detail and strong analytical skills.
• Ability to manage multiple matters independently in a fast-paced environment.
• Proficiency with Microsoft Office; experience with estate planning or legal practice management software is a plus.

Responsibilities

• Prepare and file probate and estate administration petitions, pleadings, and supporting documents.
• Assist attorneys with estate administration, estate planning, elder law, trust administration, and related Surrogate's Court proceedings.
• Draft estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments.
• Serve as a primary point of contact for clients, guiding families through the probate and estate administration process with professionalism and compassion.
• Maintain communication with beneficiaries, fiduciaries, financial institutions, and court personnel.
• Track and reconcile estate bank accounts, investment accounts, debts, and distributions.
• Prepare estate inventories, asset valuations, and supporting financial documentation.
• Manage estate accounting functions, including: Tracking estate receipts, disbursements, and distributions; Reconciling financial records and account activity; Categorizing capital gains, losses, and expenses; Preparing informal and judicial fiduciary accountings for court filings and beneficiary review.
• Organize and maintain case files, deadlines, and probate court requirements.
• Support attorneys with guardianship matters and other related trust and estate proceedings as needed.

Skills

Client service

Attention to detail

Organizational skills

Analytical skills

Multitasking

Microsoft Office

Estate planning software

Tools

Microsoft Office

Estate planning software

Job description

Beacon Hill is assisting a growing law firm in New York with the search for an experienced Probate & Estate Administration Paralegal. The role supports attorneys in all aspects of estate administration, probate, estate planning, and fiduciary accounting, from initiation through final distribution.

The ideal candidate will have 3+ years of probate/estate experience, strong communication skills, and the ability to manage complex matters in a client-focused environment.