Estate & Trust Admin Paralegal - $70k-$90k Benefits

Calqulate Metrics Ltd; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Calqulate Metrics Ltd seeks an Estate Administration Paralegal to support our legal team from Smithtown, NY or Melville, NY. You will assist attorneys with probate proceedings, asset collection, and distributions to beneficiaries, while managing deadlines and complex documentation.

The ideal candidate has 3+ years in trusts & estates or estate administration, a strong knowledge of probate procedures, and solid drafting and organizational skills.

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 and attention to detail.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate’s Court.
• Collect and value estate assets and prepare 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 calendars and checklists.
• Prepare estate tax returns and fiduciary income tax returns with CPAs.
• Review estate bank statements and prepare informal accountings.
• Assist with trust funding and post-mortem planning.

Skills

Estate paralegal exp

Strong written and verbal comms

Education

Bachelor's degree

Paralegal Certificate

Tools

MS Office

Case management software

Job description

Calqulate Metrics Ltd seeks an Estate Administration Paralegal to support our legal team from Smithtown, NY or Melville, NY. You will assist attorneys with probate proceedings, asset collection, and distributions to beneficiaries, while managing deadlines and complex documentation.

The ideal candidate has 3+ years in trusts & estates or estate administration, a strong knowledge of probate procedures, and solid drafting and organizational skills.