Estate Administration Paralegal
Join a dynamic legal team in Smithtown, NY, where you will play a pivotal role in managing estate and trust affairs. Your responsibilities will encompass the preparation and submission of probate documents to the Surrogate’s Court and the valuation of estate properties, ensuring accurate asset summaries. You will draft essential legal documents such as inventories, accountings, and tax returns, integrating with CPAs for precision in financial reporting. In your role, you’ll liaise with clients, banks, and public entities, upholding a professional standard in all communications. You’ll maintain a proactive approach to deadlines, organizing schedules and checklists effectively. Additionally, you will facilitate trust administration and assist in strategic post-mortem planning. Candidates should bring a bachelor’s degree or paralegal certification, combined with over three years of relevant experience. Strong knowledge of probate procedures, tax returns, and excellent communication skills are essential. Mastery of Microsoft Office and legal software will be instrumental in executing your duties with precision.