Estate & Trust Administration Paralegal – Growth & Impact

Horan Hiring Solutions, LLC; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Horan Hiring Solutions, LLC is seeking an Estate Administration Paralegal to support attorneys in Smithtown or Melville, NY. You will assist with probate proceedings, asset collection, and distribution to beneficiaries, applying strong drafting and organizational skills.

The role requires a Bachelor's degree or Paralegal Certificate, 3+ years in trusts & estates, knowledge of Surrogate’s Court rules, and proficiency with MS Office and case management software. Salary 70K–90K with solid benefits.

Qualifications

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years experience in Trusts & Estates or Estate Administration paralegal.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Familiarity with estate tax and fiduciary income tax returns.

Responsibilities

• Prepare and file probate and administration petitions with Surrogate's Court.
• Collect and value estate assets, including date-of-death valuations.
• Draft and file 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 (IRS Form 706) and fiduciary income tax returns (Form 1041).
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Skills

Estate administration

Probate procedures

Communication skills

Organizational skills

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Legal case management software

Job description

Horan Hiring Solutions, LLC is seeking an Estate Administration Paralegal to support attorneys in Smithtown or Melville, NY. You will assist with probate proceedings, asset collection, and distribution to beneficiaries, applying strong drafting and organizational skills.

The role requires a Bachelor's degree or Paralegal Certificate, 3+ years in trusts & estates, knowledge of Surrogate’s Court rules, and proficiency with MS Office and case management software. Salary 70K–90K with solid benefits.