Retail Options, Executive Search
Estate Administration Paralegal
- directions_car Hauppauge
- work Full-time
About the position
Our client is a law firm specializing in Elder Law and Estate Planning. With multiple offices on Long Island, they are expanding and seek an experienced paralegal to work in their Smithtown Office. The position is full-time in the office.
MAIN RESPONSIBILITIES:
- Identify and gather assets, preparing probate documents, and managing the distribution of assets.
- Working with clients, financial planners, and accountants, and preparing necessary documentation for distributions and taxes.
- Drafting wills, trusts, and other related documents.
- Opening probate proceedings, valuing estate assets, and preparing court forms.
- Preparing sub-trust allocation schedules, managing trust administration, and preparing documentation for distributions.
- Meeting with clients, communicating with financial planners, and answering client questions.
- Preparing various probate and accounting documents, including tax returns.
- Identifying, gathering, and valuing assets, and preparing for their distribution.
MAIN REQUIREMENTS:
- Prior experience as a paralegal within Estate Administration.
- Excellent communication skills, both written and verbal.
- Detail-oriented and able to work with confidential information.
- Familiarity with probate procedures and relevant laws.
- Ability to research legal issues and use reference materials.
- Understanding of financial concepts and terminology related to estate planning.
- Knowledge of estate and gift tax laws.
ADDITIONAL INFO:
- Salary is between 70-90K (DOE)
- Solid work – life balance. There are no billable hours.
- Family oriented firm
Place of work
Hauppauge
United States of America
About the company
Relentless Talent Solutions, Powered by Innovation
We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.
In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.
What Sets Us Apart
Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.
Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.
End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.
Our Core Values
We Build Long-Term Relationships
We go beyond transactions to foster genuine, lasting partnerships.
We Are an Extension of Your Team
We invest the time to understand your goals, culture, and hiring challenges.
We Move Fast—And Smart
We deliver top-tier candidates swiftly and efficiently—the first time.
We Focus on Quality, Not Quantity
You receive carefully vetted talent, not stacks of résumés.
We Handle Every Detail
Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.
Relevant places near
- Brentwood
- West Babylon
- Coram
- Commack
- Central Islip
- Huntington Station
- Centereach
- West Islip
- Deer Park
- Holbrook
Job ID: 9524228
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