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Estate Administration Paralegal

Company

Client Staffing Solutions Inc

Location

Hauppauge, New York

Type

Full-time

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

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