Estate & Trust Administration Specialist

Accounting Search; Hauppauge (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Accounting Search is seeking an Estate Administration Paralegal to join its legal team in New York. The role supports attorneys with probate, estate administration, asset collection, and trust matters from Smithtown or Melville locations.

Required: 3+ years in trusts & estates or estate administration, degree or paralegal certificate, and strong drafting/communication skills. Proficiency in MS Office and case management software is preferred. Salary 70k–90k with solid benefits.

Qualifications

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years of experience in Trusts & Estates or estate administration.
• Knowledge of probate procedures and Surrogate’s Court rules.
• Familiarity with estate tax and fiduciary income tax returns.
• Strong written and verbal communication, detail-oriented.
• Proficiency in Microsoft Office and legal case management software.

Responsibilities

• Prepare and file probate and administration petitions with the Surrogate's Court
• Collect estate assets and obtain 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 estate tax forms) and fiduciary income tax 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

Organizational skills

Attention to detail

Education

Bachelor’s degree or Paralegal Certificate

Tools

Microsoft Office

Case management software

Job description

Accounting Search is seeking an Estate Administration Paralegal to join its legal team in New York. The role supports attorneys with probate, estate administration, asset collection, and trust matters from Smithtown or Melville locations.

Required: 3+ years in trusts & estates or estate administration, degree or paralegal certificate, and strong drafting/communication skills. Proficiency in MS Office and case management software is preferred. Salary 70k–90k with solid benefits.