- Field
- Paralegals and legal support
- Location
- Hauppauge, NY
- Work model
- Hybrid
- Level
- Mid
- Pay
- $70k to $90k
What you would own
- 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.
What they are looking for
- 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 to 90K plus solid.
Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.