Estate & Trust Admin Paralegal: Probate & Asset Management

ExcelliSearch, Inc.; Hauppauge (NY); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Solid benefits

Résumé du poste

ExcelliSearch, Inc. is seeking an Estate Administration Paralegal to join its legal team in Smithtown or Melville, NY. The role supports attorneys in all aspects of estate and trust administration, including probate, asset collection, and distributions to beneficiaries.

The ideal candidate will have 3+ years of experience, strong drafting and communication skills, and proficiency with MS Office and legal case management software. Salary ranges from 70K to 90K with solid benefits.

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.

Responsabilités

• 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 and fiduciary income tax returns in coordination with CPAs.
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Connaissances

Strong communication

Excellent organizational skills

Formation

Bachelor’s degree or Paralegal certificate

Outils

Microsoft Office

Legal case management software

Description du poste

ExcelliSearch, Inc. is seeking an Estate Administration Paralegal to join its legal team in Smithtown or Melville, NY. The role supports attorneys in all aspects of estate and trust administration, including probate, asset collection, and distributions to beneficiaries.

The ideal candidate will have 3+ years of experience, strong drafting and communication skills, and proficiency with MS Office and legal case management software. Salary ranges from 70K to 90K with solid benefits.