What are the responsibilities and job description for the Estate Administration Paralegal position at Jobot?
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Job details
This Jobot Job is hosted by Angela Trudeau
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $55,000 - $75,000 per year
A Bit About Us
Full-service general practice law firm located in Lathem, NY, committed to providing high-quality legal services to individuals, families, and businesses throughout the region. With a strong focus on personalized attention, the firm offers expertise in a wide range of practice areas, including Elder law, estate planning, business law, real estate, and municipal.
Why join us?
Competitive base salary and overall compensation package!
Full Benefits (Medical, Dental, Vision)!
PTO, Vacation, Sick, and Holidays!
Opportunities for growth and advancement!
work-life balance!
Job Details
Position Overview
We are seeking an experienced and detail-oriented Estate Administration Paralegal to join our legal team. The successful candidate will be responsible for assisting with the administration of estates, ensuring compliance with legal requirements, and providing exceptional support to attorneys and clients during the probate process. This position requires strong organizational skills, the ability to manage multiple tasks simultaneously, and a solid understanding of estate planning and probate law.
Key Responsibilities
Estate Administration Assist in the administration of decedent estates from beginning to end, including preparing and filing necessary probate documents, obtaining court approval for estate-related actions, and managing estate assets.
Document Preparation Prepare and draft probate forms, petitions, inventories, accounting reports, notices to beneficiaries, and other related documents in accordance with state and federal laws.
Court Filings and Deadlines File documents with the court and ensure that all filing deadlines are met, including notices of hearings, inventory filings, and tax filings.
Asset Management Assist in identifying, collecting, and valuing estate assets, including real property, bank accounts, investments, and personal property.
Communication Serve as a liaison between clients, beneficiaries, financial institutions, and government agencies. Maintain professional communication regarding the status of probate matters.
Tax Filings and Compliance Assist with the preparation of estate tax returns (including federal and state estate tax filings) and ensure compliance with tax regulations.
Accountings and Distributions Assist attorneys with the preparation of estate accountings and distributions to beneficiaries. Ensure that all distributions comply with the terms of the will or trust and applicable law.
Legal Research Conduct legal research related to estate administration and probate law as needed.
Client Interaction Provide clients with regular updates on the progress of the estate administration, answer client questions, and offer support throughout the process.
File Management Maintain organized case files and documentation, ensuring that all relevant materials are filed properly and accessible.
Qualifications
Associate’s degree or equivalent work experience in Paralegal Studies; Bachelor’s degree a plus.
Paralegal certification preferred (e.g., NALA, NFPA, or other recognized certification).
Minimum of [X] years of experience in estate administration, probate, or trust administration.
Strong knowledge of probate court procedures, estate tax regulations, and fiduciary duties.
Excellent written and verbal communication skills, with the ability to interact professionally with clients, attorneys, and other stakeholders.
High level of attention to detail and organizational skills.
Ability to manage competing priorities and work efficiently under deadlines.
Proficient in Microsoft Office Suite and legal research tools (LexisNexis, Westlaw, etc.).
Familiarity with case management software and e-filing systems is preferred.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
This Jobot Job is hosted by Angela Trudeau
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $55,000 - $75,000 per year
A Bit About Us
Full-service general practice law firm located in Lathem, NY, committed to providing high-quality legal services to individuals, families, and businesses throughout the region. With a strong focus on personalized attention, the firm offers expertise in a wide range of practice areas, including Elder law, estate planning, business law, real estate, and municipal.
Why join us?
Competitive base salary and overall compensation package!
Full Benefits (Medical, Dental, Vision)!
PTO, Vacation, Sick, and Holidays!
Opportunities for growth and advancement!
work-life balance!
Job Details
Position Overview
We are seeking an experienced and detail-oriented Estate Administration Paralegal to join our legal team. The successful candidate will be responsible for assisting with the administration of estates, ensuring compliance with legal requirements, and providing exceptional support to attorneys and clients during the probate process. This position requires strong organizational skills, the ability to manage multiple tasks simultaneously, and a solid understanding of estate planning and probate law.
Key Responsibilities
Estate Administration Assist in the administration of decedent estates from beginning to end, including preparing and filing necessary probate documents, obtaining court approval for estate-related actions, and managing estate assets.
Document Preparation Prepare and draft probate forms, petitions, inventories, accounting reports, notices to beneficiaries, and other related documents in accordance with state and federal laws.
Court Filings and Deadlines File documents with the court and ensure that all filing deadlines are met, including notices of hearings, inventory filings, and tax filings.
Asset Management Assist in identifying, collecting, and valuing estate assets, including real property, bank accounts, investments, and personal property.
Communication Serve as a liaison between clients, beneficiaries, financial institutions, and government agencies. Maintain professional communication regarding the status of probate matters.
Tax Filings and Compliance Assist with the preparation of estate tax returns (including federal and state estate tax filings) and ensure compliance with tax regulations.
Accountings and Distributions Assist attorneys with the preparation of estate accountings and distributions to beneficiaries. Ensure that all distributions comply with the terms of the will or trust and applicable law.
Legal Research Conduct legal research related to estate administration and probate law as needed.
Client Interaction Provide clients with regular updates on the progress of the estate administration, answer client questions, and offer support throughout the process.
File Management Maintain organized case files and documentation, ensuring that all relevant materials are filed properly and accessible.
Qualifications
Associate’s degree or equivalent work experience in Paralegal Studies; Bachelor’s degree a plus.
Paralegal certification preferred (e.g., NALA, NFPA, or other recognized certification).
Minimum of [X] years of experience in estate administration, probate, or trust administration.
Strong knowledge of probate court procedures, estate tax regulations, and fiduciary duties.
Excellent written and verbal communication skills, with the ability to interact professionally with clients, attorneys, and other stakeholders.
High level of attention to detail and organizational skills.
Ability to manage competing priorities and work efficiently under deadlines.
Proficient in Microsoft Office Suite and legal research tools (LexisNexis, Westlaw, etc.).
Familiarity with case management software and e-filing systems is preferred.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $55,000 - $75,000
