Estate & Trust Paralegal: Probate, Tax & Administration

6 Degrees Search; Hauppauge (NY); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Solid benefits

Résumé du poste

6 Degrees Search seeks an Estate Administration Paralegal to support attorneys in estate and trust matters from Smithtown or Melville, NY. Responsibilities include probate petitions, asset collection, and drafting documents for distributions to beneficiaries.

The role requires strong drafting and communication skills, excellent organization, and the ability to manage multiple deadlines efficiently, with salary in the 70K–90K range plus solid benefits.

Qualifications

• Bachelor’s degree or Paralegal Certificate preferred.
• 3+ years 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.
• Collect, value, and inventory estate assets and dates of death valuations.
• Draft and file inventories, accountings, receipts, releases, and consents.
• Communicate with clients, financial institutions, and government agencies.
• Monitor deadlines and maintain estate administration calendars and checklists.
• Prepare estate tax and fiduciary income tax returns with CPAs.
• Review bank statements and prepare informal accountings.
• Assist with trust funding, administration, and post-mortem planning.

Connaissances

Communication

Drafting

Organization

Attention to detail

Legal research

Deadline management

Formation

Bachelor’s degree or Paralegal Certificate

Outils

Microsoft Office

Legal case management software

Description du poste

6 Degrees Search seeks an Estate Administration Paralegal to support attorneys in estate and trust matters from Smithtown or Melville, NY. Responsibilities include probate petitions, asset collection, and drafting documents for distributions to beneficiaries.

The role requires strong drafting and communication skills, excellent organization, and the ability to manage multiple deadlines efficiently, with salary in the 70K–90K range plus solid benefits.