Estate & Trust Administration Paralegal - Direct Client Interaction

Synectics Inc.; Uniondale (NY); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Synectics Inc. seeks an experienced Estate Administration Paralegal to join its Uniondale, NY team.

The ideal candidate will handle estates and trusts from inception through completion, including probate, court filings, tax returns, and accountings, with direct client interaction. The role requires at least 3 years of relevant experience, meticulous organization, and the ability to manage deadlines in a collegial, professional setting.

Qualifications

• Minimum of 3 years of experience as an Estate Administration Paralegal.
• Hands-on experience administering estates and trusts from inception through completion.
• Proficiency in preparing and filing probate, administration, and accounting petitions.
• Experience preparing and filing estate and gift tax returns.
• Ability to prepare informal accountings, receipts, and release agreements.
• Strong organizational skills and exceptional attention to detail.
• Ability to work independently, manage deadlines, and prioritize competing assignments.
• Strong analytical, problem-solving, and client communication skills.

Responsibilities

• Administer estates and trusts from inception through completion.
• Prepare and file probate petitions, administration petitions, and accounting petitions.
• Prepare and file estate and gift tax returns.
• Draft informal accountings, receipts, and release agreements.
• Communicate with clients, attorneys, courts, and financial institutions.
• Organize estate and trust documentation and maintain accurate case files.
• Monitor filing deadlines and ensure timely completion of required documentation.
• Support attorneys throughout all phases of estate and trust administration.

Skills

Estate administration

Trust administration

Client communication

Job description

Synectics Inc. seeks an experienced Estate Administration Paralegal to join its Uniondale, NY team.

The ideal candidate will handle estates and trusts from inception through completion, including probate, court filings, tax returns, and accountings, with direct client interaction. The role requires at least 3 years of relevant experience, meticulous organization, and the ability to manage deadlines in a collegial, professional setting.