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Goldstein Mauer PLLC · 3 weeks ago

Trusts and Estates Paralegal (Probate and Estate Administration)

New York, NY

Full-time

Onsite

Mid Level

$65K/yr - $90K/yr

3+ years exp

Goldstein Mauer PLLC is a New York–based trusts & estates and private-client firm that provides comprehensive estate planning and administration services. The role involves managing probate and estate administration processes, preparing legal documents, and ensuring compliance with court procedures while delivering high-quality client service.

Law Practice

Responsibilities

Handling all aspects of probate and estate administration proceedings, including preparing petitions and other court filings (heirship affidavits, asset and liability affidavits, applications for waiver of bond, etc.), collection of estate assets, settlement of debts, distribution of bequests, and receipt and release agreements

Preparing informal and formal estate and trust accountings

Assisting with funding trusts through retitling bank accounts and updating beneficiaries

Preparing and filing IRS forms, including but not limited to Forms SS-4, 2848, 56, Applications for Release of Lien (ET-117) and various related tax forms

Qualification

Probate experienceSurrogate's Court knowledgeEstate administrationLexis NYSBA formsNYSCEF e-filingClient-facing skillsMS Office SuiteNotary licenseMacOS familiarityOrganizational skills

Required

3+ years' experience in probate, estate administration, and Surrogate's Court practice

Knowledge of Surrogate's Court procedures and practice including experience dealing with Probate and Administration Department personnel throughout local Surrogate's Courts

Experience with Lexis NYSBA automated surrogate's court forms (formerly HotDocs)

Experience with NYSCEF e-filing and WebSurrogate

Client-facing skills (pleasant and enthusiastic phone manner)

Unparalleled organizational skills

High professional standards with a passion for quality work products

Unexpired NY notary license (or willing to take the NY notary exam)

Fluency in MS Office Suite (Word, Excel), Gmail, Adobe