Probate & Estate Administration Paralegal

Beacon Hill; New York (NY); On-site; USD 51,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits

Growth opportunities

Job summary

Beacon Hill is assisting a growing law firm in New York with the search for an experienced Probate & Estate Administration Paralegal. The role supports attorneys in all aspects of estate administration, probate, estate planning, and fiduciary accounting, from initiation through final distribution.

The ideal candidate will have 3+ years of probate/estate experience, strong communication skills, and the ability to manage complex matters in a client-focused environment.

Qualifications

• 3+ years of probate, estate administration, trust administration, or estate planning.
• Strong understanding of probate procedures, fiduciary accounting, and estate administration processes.
• Experience preparing probate petitions, estate inventories, accountings, and related court filings.
• Excellent written and verbal communication skills with a strong client-service orientation.
• Highly organized with exceptional attention to detail and strong analytical skills.
• Ability to manage multiple matters independently in a fast-paced environment.
• Proficiency with Microsoft Office; experience with estate planning or legal practice management software is a plus.

Responsibilities

• Prepare and file probate and estate administration petitions, pleadings, and supporting documents.
• Assist attorneys with estate administration, estate planning, elder law, trust administration, and related Surrogate's Court proceedings.
• Draft estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments.
• Serve as a primary point of contact for clients, guiding families through the probate and estate administration process with professionalism and compassion.
• Maintain communication with beneficiaries, fiduciaries, financial institutions, and court personnel.
• Track and reconcile estate bank accounts, investment accounts, debts, and distributions.
• Prepare estate inventories, asset valuations, and supporting financial documentation.
• Manage estate accounting functions, including: Tracking estate receipts, disbursements, and distributions; Reconciling financial records and account activity; Categorizing capital gains, losses, and expenses; Preparing informal and judicial fiduciary accountings for court filings and beneficiary review.
• Organize and maintain case files, deadlines, and probate court requirements.
• Support attorneys with guardianship matters and other related trust and estate proceedings as needed.

Skills

Client service

Attention to detail

Organizational skills

Analytical skills

Multitasking

Microsoft Office

Estate planning software

Tools

Microsoft Office

Estate planning software

Job description

A growing law firm is seeking an experienced Probate & Estate Administration Paralegal to support attorneys in all aspects of estate administration, probate, estate planning, and fiduciary accounting matters. This role is ideal for a detail-oriented professional who thrives in a client-focused environment and can independently manage complex estate matters from initiation through final distribution.

Responsibilities

• Prepare and file probate and estate administration petitions, pleadings, and supporting documents.
• Assist attorneys with estate administration, estate planning, elder law, trust administration, and related Surrogate's Court proceedings.
• Draft estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related instruments.
• Serve as a primary point of contact for clients, guiding families through the probate and estate administration process with professionalism and compassion.
• Maintain communication with beneficiaries, fiduciaries, financial institutions, and court personnel.
• Track and reconcile estate bank accounts, investment accounts, debts, and distributions.
• Prepare estate inventories, asset valuations, and supporting financial documentation.
• Manage estate accounting functions, including:
  • Tracking estate receipts, disbursements, and distributions
  • Reconciling financial records and account activity
  • Categorizing capital gains, losses, and expenses
  • Preparing informal and judicial fiduciary accountings for court filings and beneficiary review
• Organize and maintain case files, deadlines, and probate court requirements.
• Support attorneys with guardianship matters and other related trust and estate proceedings as needed.

Qualifications

• 3+ years of experience in probate, estate administration, trust administration, or estate planning.
• Strong understanding of probate procedures, fiduciary accounting, and estate administration processes.
• Experience preparing probate petitions, estate inventories, accountings, and related court filings.
• Excellent written and verbal communication skills with a strong client-service orientation.
• Highly organized with exceptional attention to detail and strong analytical skills.
• Ability to manage multiple matters independently in a fast-paced environment.
• Proficiency with Microsoft Office; experience with estate planning or legal practice management software is a plus.

Preferred Experience

• Preparation of formal and informal fiduciary accountings.
• Experience working with high-net-worth estates and trusts.
• Exposure to elder law and guardianship matters.

Compensation

• Salary: Up to $85,000, commensurate with experience.
• Comprehensive benefits package and opportunities for long-term growth.

Equal Opportunity

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.