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Overview

A legal team is seeking an Estate Administration Paralegal to support attorneys with all aspects of estate and trust administration, including probate proceedings, asset collection, and distribution to beneficiaries. This position is based out of Smithtown, NY or Melville, NY.

What you'll do

• Prepare and file probate and administration petitions with the Surrogate's Court
• Collect and value 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 (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

What you'll need

• 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

Compensation and benefits

• Salary between 70K-90K
• Solid benefits package

Why this role

This role offers the chance to handle a full range of estate and trust administration matters, working closely with attorneys and CPAs on complex probate and tax matters.