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Falcon Rappaport & Berkman LLP · 1 month ago

Estate Administration Senior Associate Attorney

NYC Metro Area

Full-time

Hybrid

Senior Level

$140K/yr - $180K/yr

5+ years exp

Falcon Rappaport & Berkman LLP is a rapidly growing law firm focused on an interdisciplinary approach to legal practice. They are seeking a highly skilled Senior Estate Administration Associate to manage complex estate and trust administration matters, ensuring exceptional service to high-net-worth clients and fiduciaries.

ConsultingLegalReal Estate

H1B Sponsor Likely

Hiring Manager

Josbeca Muñoz

Responsibilities

Handle all aspects of probate and estate administration, including preparing and filing petitions, inventories, fiduciary accountings, notices, waivers, and related Surrogate’s Court documents

Coordinate and communicate with executors, trustees, beneficiaries, accountants, financial advisors, and other professionals

Oversee collection, valuation, and transfer of estate assets, including real estate, business interests, and investment portfolios

Prepare estate tax returns (federal Form 706 and NYS ET-706), fiduciary income tax returns, and required supporting documentation in coordination with tax advisors

Manage estate settlement tasks such as resolving creditor claims, distributing assets, and drafting release agreements

Support attorneys with complex trust administration, including trust funding, trust modification, decanting, and annual fiduciary accountings

Maintain organized case files, timelines, and compliance checklists to ensure timely and accurate administration

Provide exceptional service to clients by responding to inquiries, explaining processes, and ensuring transparent communication

Qualification

Estate administrationNew York Surrogate’s CourtTax returns preparationNetDocsClioMicrosoft Office SuiteDrafting skillsClient-focused approachOrganizational skillsCommunication skills

Required

5+ years of experience in estate administration within a law firm or trust company environment

Comprehensive knowledge of New York Surrogate's Court rules, probate procedures, and relevant state and federal tax requirements

Proficiency with NetDocs, Clio, and Microsoft Office Suite

Strong drafting and organizational skills, with meticulous attention to detail

Ability to manage multiple matters simultaneously and work efficiently under deadlines

Excellent communication skills—both written and verbal—with a client-focused approach

Preferred

Experience with high-net-worth and ultra-high-net-worth estates

Familiarity with complex trust structures and multistate or international estate issues

Paralegal certification or related professional credential (optional but valuable)

Benefits

Comprehensive benefits package, including health, dental, and vision coverage.

Retirement plan options.

Paid time off, holidays, and professional development opportunities.

Supportive, team-oriented work environment with opportunities for long-term career growth.

Company

Falcon Rappaport & Berkman LLP

Falcon Rappaport & Berkman LLP (FRB) is a full-service business law firm that combines the deep knowledge and understanding of attorneys who proudly advise clients seeking solutions to their most complex matters.

Founded in 2018

New York, New York, USA

51-200 employees

https://frblaw.com/

H1B Sponsorship

Falcon Rappaport & Berkman LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (3)