Job description: Key Responsibilities:Prepare and file probate and administration petitions with the Surrogate's CourtCollecting and valuing estate assets, including obtaining date-of-death valuationsDraft and file legal documents such as inventories, accountings, receipts and releases, and consentsCommunicate with clients, financial institutions, and government agencies on behalf of the attorneyMonitor deadlines and maintain estate administration calendars and checklistsPrepare estate tax returns (Internal Revenue Service Form 706 and state estate tax forms) and fiduciary income tax returns (Form 1041) in coordination with CPAsReview and reconcile estate bank statements and prepare informal accountingsAssist with trust funding, trust administration, and post-mortem planning Qualifications: Qualifications:Bachelors degree or Paralegal Certificate preferred3+ years of experience as a Trusts & Estates or Estate Administration paralegalKnowledge of probate procedures and Surrogates Court rulesFamiliarity with estate tax and fiduciary income tax returnsStrong written and verbal communication skillsExcellent organizational skills and attention to detailProficiency in Microsoft Office and legal case management softwareSalary is between 70K-90K plus solid benefits Why is This a Great Opportunity: Our client is seeking an Estate Administration Paralegal to join its legal team. Working out of Smithtown, 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.Salary Type : Annual SalarySalary Min : $ 75000Salary Max : $ 90000Currency Type : USD
Not specified in the original listing.
Not specified in the original listing.
