Estate & Trust Administration Paralegal | Growth & Impact

Eden Capital Careers; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Eden Capital Careers is seeking an Estate Administration Paralegal to join its client’s legal team in Smithtown, NY or Melville, NY. You will assist attorneys in probate proceedings, asset collection, and distributions to beneficiaries with strong drafting and organizational skills.

The role requires 3+ years in trusts & estates or estate administration, familiarity with Surrogate’s Court rules, and proficiency in MS Office and case management software. Salary $70,000–$90,000 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.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court.
• Collect and value estate assets, including obtaining 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 state forms) and fiduciary returns (Form 1041) in coordination with CPAs.
• Review and reconcile estate bank statements and prepare informal accountings.
• Assist with trust funding, trust administration, and post-mortem planning.

Skills

Communication

Drafting

Organization

MS Office

Legal case mgmt

Education

Bachelor’s degree or Paralegal Certificate

Tools

Legal case management software

Job description

Eden Capital Careers is seeking an Estate Administration Paralegal to join its client’s legal team in Smithtown, NY or Melville, NY. You will assist attorneys in probate proceedings, asset collection, and distributions to beneficiaries with strong drafting and organizational skills.

The role requires 3+ years in trusts & estates or estate administration, familiarity with Surrogate’s Court rules, and proficiency in MS Office and case management software. Salary $70,000–$90,000 with solid benefits.