Estate Administration Paralegal

A well-established and growing law firm located in Garden City, NY is seeking an experienced Estate Administration Paralegal to support attorneys and clients in a busy trusts and estates practice. This role offers extensive hands-on exposure to estate planning, estate administration, and probate matters, along with meaningful client interaction throughout the process.

The ideal candidate is detail-oriented, solutions-focused, and comfortable handling sensitive matters with professionalism and discretion. This position is well-suited for a paralegal who takes ownership of their work, values accuracy, and enjoys being an integral part of a collaborative legal team.

Key Responsibilities:

• Prepare probate petitions and related ancillary documents
• Assist with the collection, retitling, sale, and transfer of estate and trust assets
• Prepare beneficiary designation forms for life insurance, retirement benefits, and annuity contracts
• Draft correspondence to beneficiaries and creditors
• Assist in the preparation of federal and state estate tax returns
• Prepare fiduciary accountings
• Prepare Receipts and Releases in connection with estate or trust distributions and terminations
• Maintain ongoing communication with clients and third parties to ensure timely progress of matters

Qualifications:

• Bachelor's degree, paralegal certificate, or equivalent experience
• Minimum of 1 2 years of experience in a law firm environment
• Prior experience with estate administration, trusts, probate, or estate planning preferred
• Excellent oral and written communication skills
• Proficiency in Microsoft Office, Excel, and HotDocs
• Familiarity with estate tax and fiduciary accounting software (OneSource preferred)

Skills & Attributes:

• Strong client service mindset with a professional and empathetic approach
• Ability to handle confidential and sensitive information with sound judgment and maturity
• Highly organized with strong attention to detail and follow-up skills
• Ability to identify issues, take initiative, and work efficiently with limited supervision
• Comfortable working in a fast-paced, high-volume environment
• Willingness to learn and expand responsibilities as the role evolves
• Strong analytical, writing, and editing skills
• Dependable, deadline-driven, and accountable for assigned matters
• Positive attitude with a strong work ethic and a commitment to getting things right

Why You Should Join:

• Join a stable, growing firm with a strong reputation in trusts and estates
• Gain deep exposure to estate planning and administration, enhancing your long-term career growth
• Work closely with experienced attorneys and professionals in a collaborative, team-oriented environment
• Enjoy meaningful client interaction and the opportunity to make a real impact during important life events
• Be part of a firm that values integrity, professionalism, and attention to detail
• Benefit from a workplace that encourages ownership, learning, and long-term development