USA Jobs
Estate Administrator
We are seeking a detail-oriented and highly organized Estate Administrator to join our client's law firm's Estates & Trusts practice. The Estate Administrator will play a critical role in supporting attorneys by managing the administration of probate estates and trusts. This position requires strong organizational, communication, and client service skills, as well as a working knowledge of estate and trust administration procedures. Coordinate and manage all phases of estate and trust administration from initial intake to final distribution. Prepare and file probate documents, petitions, and court filings in accordance with state laws. Gather and inventory estate assets, obtain appraisals, and assist in valuation processes. Draft correspondence to beneficiaries, financial institutions, and government agencies. Assist with preparation and filing of required tax documents, including estate, inheritance, and fiduciary income tax returns (in coordination with attorneys and CPAs). Monitor deadlines and ensure compliance with all probate court timelines and statutory requirements. Maintain detailed estate and trust files, calendars, and accounting records. Facilitate the transfer or liquidation of assets, including real estate, securities, and personal property. Communicate regularly with clients, beneficiaries, financial advisors, and courts. Support attorneys in preparing for client meetings and court appearances as needed. Required: Minimum of 2-4 years of experience in estate and/or trust administration, preferably in a legal setting. Working knowledge of probate processes and relevant state laws. Proficiency with Microsoft Office Suite and case management or probate software. Excellent attention to detail, organizational, and time management skills. Strong written and verbal communication skills. Ability to handle confidential matters with discretion.
We are seeking a detail-oriented and highly organized Estate Administrator to join our client's law firm's Estates & Trusts practice. The Estate Administrator will play a critical role in supporting attorneys by managing the administration of probate estates and trusts. This position requires strong organizational, communication, and client service skills, as well as a working knowledge of estate and trust administration procedures. Coordinate and manage all phases of estate and trust administration from initial intake to final distribution. Prepare and file probate documents, petitions, and court filings in accordance with state laws. Gather and inventory estate assets, obtain appraisals, and assist in valuation processes. Draft correspondence to beneficiaries, financial institutions, and government agencies. Assist with preparation and filing of required tax documents, including estate, inheritance, and fiduciary income tax returns (in coordination with attorneys and CPAs). Monitor deadlines and ensure compliance with all probate court timelines and statutory requirements. Maintain detailed estate and trust files, calendars, and accounting records. Facilitate the transfer or liquidation of assets, including real estate, securities, and personal property. Communicate regularly with clients, beneficiaries, financial advisors, and courts. Support attorneys in preparing for client meetings and court appearances as needed. Required: Minimum of 2-4 years of experience in estate and/or trust administration, preferably in a legal setting. Working knowledge of probate processes and relevant state laws. Proficiency with Microsoft Office Suite and case management or probate software. Excellent attention to detail, organizational, and time management skills. Strong written and verbal communication skills. Ability to handle confidential matters with discretion.