Estate Administration Paralegal at ExcelliSearch

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 Surrogates 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 planningQualifications: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 Key Skills EAM,Economics,IT Business Analysis,Information Security,Android Development Employment Type : Full-Time Experience: years Vacancy: 1