Senior Estate Administration Associate Attorney

Profile

Job Overview

A law firm seeks a Senior Estate Administration Associate Attorney in Mt. Kisco, NY. The ideal candidate will have extensive experience in managing complex estate and trust administration matters, a thorough understanding of New York Surrogate's Court procedures, and the ability to work with high-net-worth clients, fiduciaries, and beneficiaries.

Duties

• Handle all aspects of probate and estate administration, including preparing and filing necessary documents.
• Coordinate with executors, trustees, beneficiaries, and other professionals.
• Oversee collection, valuation, and transfer of estate assets.
• Prepare estate and fiduciary income tax returns with tax advisors.
• Manage estate settlement tasks and draft release agreements.
• Support attorneys with complex trust administration tasks.
• Maintain organized case files and ensure timely administration.
• Provide exceptional client service and transparent communication.

Requirements

• 5+ years of experience in estate administration within a law firm or trust company.
• Comprehensive knowledge of New York Surrogate's Court rules and tax requirements.
• Proficiency with NetDocs, Clio, and Microsoft Office Suite.
• Strong drafting and organizational skills with attention to detail.
• Ability to manage multiple matters and work efficiently under deadlines.
• Excellent written and verbal communication skills with a client-focused approach.

Education

• Juris Doctor (JD) degree.

Certifications

• Paralegal certification or related professional credential (optional but valuable).

Skills

• Experience with high-net-worth and ultra-high-net-worth estates.
• Familiarity with complex trust structures and multistate or international estate issues.

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 info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306