Estate Administration Paralegal
Our 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.
Key Responsibilities:
- Prepare and file probate and administration petitions with the Surrogate's Court
- Collecting and valuing estate assets, including obtaining date-of-death valuations
- Draft and file legal documents such as 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 (Internal Revenue Service 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
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
- Proficiency in Microsoft Office and legal case management software
Salary is between 70K-90K plus solid benefits
Recommended Jobs
Customer Data Product Manager
Description: Onsite in New York, NY The organization seeks a Customer Data Product Manager to lead a proprietary fan data product, enabling personalization and engagement for a major professio…
Handyperson Part Time
Our stores depend on the Facilities Technicians to keep the entire building operation running smoothly and ensure a safe and clean working and shopping environment for employees and customers. In thi…
Client Partner, Vice President
Who we are looking for Fund Connect is looking for a Client Partner (VP) reporting to the Head of Product Sales to join our team to ensure client success through strong engagement and exceptional …
VIM (Vacuum Induction Melting) Melter/Caster - Sign on Bonus Offered!
If you would love to be part of a company that is poised for substantial growth with opportunities for advancement, then working for Superior Metals Manufacturing may be the right fit for you! If y…
Private Partnership Solutions (PPS) - Tax Manager
Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% A career within PwC Private will provide the opportunity to help private companies with a range of busin…
Chef de Cuisine
Daphne’s is a Michelin-nominated Italian-American restaurant in the heart of Bed-Stuy, Brooklyn. We’re a tight-knit neighborhood spot known for house-made pasta, seasonal cooking, and genuine hospita…
Staff Accountant
Are you a numbers enthusiast with an eagle eye for detail? We are looking for a motivated to join our growing practice. If you thrive in an environment that values precision, professional integrity, …
Job Offer: Non-CDL Driver
Direct Hire Opportunity! Non-CDL Driver Our client, local warehouse company in New Paltz, is seeking Non-CDL Drivers who are willing to obtain their CDL within six months of their hire date to …
Offer: Inventory Budget Specialist
Inventory Budget Specialist listing title: Inventory Budget Specialist Job location: Chester, NY Job employment Type: Temp to Perm income Range: $21-$26/hr Work Hour…
Child Care Teacher
We offer a NO waiting period for benefits, Daily Pay, 401k matching, paid time off, childcare tuition discounts and more! Hiring immediately, full time and part time schedules available! This is m…