Estate Administration Paralegal

Futterman Lanza, LLP, is a team of caring and compassionate professionals committed to providing superior service to all families, including the elderly, individuals with disabilities, veterans, and their families. We are proud to help people who need advocacy in critical aspects of their lives, including elder law, Medicaid benefits, estate planning and estate and trust administration.

As an Estate Administration Paralegal, you will support attorneys in handling the probate and trust administration process. Your role will involve working with clients, beneficiaries, and financial institutions to facilitate the proper handling of estates. Responsibilities as follows:

• Prepare and file probate petitions and related documents with the court.
• Assist in the administration of decedent estates, including identifying assets, valuing property, and distributing assets according to the will or state law.
• Communicate with clients, beneficiaries, financial institutions, and other parties involved in the administration of estates.
• Prepare estate inventories, accountings, and tax documents.
• Assist in preparation of estate tax returns and other required filings.
• Manage deadlines, track progress, and ensure compliance with court calendars, rules and regulations.
• Draft correspondence, documents, and reports for attorney review.