Estate Administration Paralegal

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

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