Estate Administrator

About the role

We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.

Responsibilities

• Administer estates, including complex and high-net-worth matters
• Draft and interpret estate planning documents such as wills, trusts, and related filings
• Prepare and file probate court documents, estate tax returns, and accountings
• Collect, value, and transfer assets; fund marital and tax-exempt trusts
• Manage estate and trust accounts, including distributions, payments, and reconciliations
• Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration
• Maintain accurate records, meet filing deadlines, and support attorneys throughout the process

Requirements

• Bachelor's degree or equivalent experience required
• Minimum of five years' experience in estate administration, preferably within a law firm, bank, or trust company
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns
• Proficiency in Microsoft Word, Excel, and Outlook
• Excellent organizational, communication, and client service skills
• Ability to manage multiple priorities independently while maintaining attention to detail

Skills

• Familiarity with tax or accounting software (e.g., CCH Axcess) preferred

Benefits

• Medical, Dental & Vision Insurance
• Flexible Work Environment - Hybrid Schedule
• 401K & Profit Sharing Plan
• Paid Time Off
• Short & Long Term Disability
• Growth Opportunities
• Health & Wellness
• Commuter Benefits

Pay

$75,000 - $130,000 per year