Estate Administration Specialist

7 days ago


New York, New York, United States Career Group Full time

**About the Job:**

Career Group is seeking a highly skilled Estate Administration Specialist to join our team at a prestigious law firm. This role involves working closely with trust and estates attorneys on estate administration, accounting, and tax matters.

Salary: $145,000 per year, depending on experience, plus paid overtime, bonus eligibility, and competitive benefits starting day one.

Job Description:

The ideal candidate will have 5+ years of relevant estate and trust administration experience and proficiency in MS Office Suite, Thomson Reuters OneSource Estate Tax, SuperForm, and HotDocs NYSBA Surrogates Court Forms. Working knowledge of state and federal estate tax law, including New York Surrogates Court Procedures Act and EPTL, is also essential.

Responsibilities:

  • Work closely with executors and attorneys on all aspects of estate administration from date of death to final distributions.
  • Draft and file Surrogates Court petitions and documents, and monitor progress of probate.
  • Inventory assets and determine which require protection.
  • Obtain tax identification number.
  • Manage valuations and transfer of assets into estate.
  • Review estate records, bank, and investment accounts.
  • Prepare and file estate tax returns with applicable tax authorities.
  • Work with out-of-state counsel on estates having out-of-state assets.
  • Review estate accountings and handle closed estate matters.
  • Provide support to tax-exempt organization clients, including reviewing wills, trusts, and court documents in connection with bequests, and preparing annual reports for organizations auditors.
  • Draft and file Surrogates Court petitions and documents for changes of trustee.
  • Coordinate periodic income and principal distributions from trusts and the transfer of assets into trusts.
  • Review investment analysis and routine trust accounting.
  • Review financial records of trusts and facilitate payments to trust beneficiaries.
  • Prepare schedule of allocations to trusts under created will.
  • Distribute trust assets at termination of the trust.


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