Estate Administration Paralegal

u003cdivu003eu003cp class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eOur client is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, NY or Melville, NY, he/she will assist attorneys in all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. This position requires strong communication, drafting, and organizational skills, as well as the ability to manage multiple matters and deadlines efficiently.u003c/spanu003eu003c/pu003eu003cp class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cstrongu003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eKey Responsibilities:u003c/spanu003eu003c/strongu003eu003c/pu003eu003cul type= 'disc 'u003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003ePrepare and file probate and administration petitions with the Surrogate's Courtu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eCollecting and valuing estate assets, including obtaining date-of-death valuationsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eDraft and file legal documents such as inventories, accountings, receipts and releases, and consentsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eCommunicate with clients, financial institutions, and government agencies on behalf of the attorneyu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eMonitor deadlines and maintain estate administration calendars and checklistsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003ePrepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eReview and reconcile estate bank statements and prepare informal accountingsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eAssist with trust funding, trust administration, and post-mortem planningu003c/spanu003eu003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cstrongu003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eQualifications:u003c/spanu003eu003c/strongu003eu003c/pu003eu003cul type= 'disc 'u003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eBachelor’s degree or Paralegal Certificate preferredu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003e3+ years of experience as a Trusts u0026Estates or Estate Administration paralegalu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eKnowledge of probate procedures and Surrogate’s Court rulesu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eFamiliarity with estate tax and fiduciary income tax returnsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eStrong written and verbal communication skillsu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eExcellent organizational skills and attention to detailu003c/spanu003eu003c/liu003eu003cli class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eProficiency in Microsoft Office and legal case management softwareu003c/spanu003eu003c/liu003eu003c/ulu003eu003cp class= 'MsoNormal ' style= ' line-height: normal; 'u003eu003cspan style= 'font-size: 11.0pt; font-family: 'Rockwell',serif; 'u003eSalary is between 70K-90K plus solid benefitsu003c/spanu003eu003c/pu003eu003c/divu003e ', 'location ': 'Hauppauge, NY ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'hybrid ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'NY85-2748432

Created: 2025-10-04