New York NY

Trusts & Estates Administrator

CM Legal

Trusts & Estates Administrator
The Trusts & Estates Administrator will assist partners and associates, as well as the trusts & estates team, with estate and trust administrative work and projects as needed.

The estimated salary range for a new hire into this position is $90,000-$130,000, and this role is overtime eligible. Actual salary may vary depending on job-related factors which may include knowledge, skills and experience.
Once fully trained, this position is eligible for a hybrid schedule.

Duties and responsibilities:

Administration of estates and trusts, which includes:
  • Working closely with clients and financial institutions and appraisers
  • Preparing and filing probate documents in courts in various states
  • Marshalling decedent’s assets
  • Preparing cash requirements for estates
  • Determining valuation of stock and bond portfolios
  • Maintaining checkbooks and ledgers
  • Coordinating liquidation and/or transfer of decedent’s assets
  • Preparing receipts, releases and indemnification agreements
  • Preparing formal and informal accountings for estates and trusts
  • Coordinating distribution to beneficiaries of estates and trusts
  • Assisting with post-mortem income tax planning
  • Preparing and filing federal and state estate tax returns
  • Preparing and filing federal and state fiduciary income tax returns for estates and trusts
  • Participating in estate and income tax audits
  • Computation of commissions for executors and trustees
  • Providing documents needed for sale of decedent’s real property or cooperative apartment including obtaining releases of federal and state estate tax liens
  • Organizing and maintaining records
  • Estate planning preparation and computations based on varied scenarios
  • Preparation and filing of gift tax returns
  • Preparation and filing of annual informational returns for charitable trusts
  • Preparation and filing of guardianship accountings and reports


  • B.A./B.S. degree or Paralegal Certificate or equivalent experience required

Knowledge, skills, abilities

  • Minimum of 5 years of Estate and Trust administration experience required
  • Minimum of 2 years fiduciary accounting experience preferred
  • Excellent written and verbal communication
  • Attention to detail and ability to handle multiple priorities
  • Ability to work independently and as part of a team
  • Ability to maintain and manage confidential information
  • Works effectively, calmly and quickly under pressure
  • Strong technical skills, including use of various tax and accounting programs, FormsWorkflow
  • Proficient with Microsoft Office Suite as well as experience with document management systems


  • Max. file size: 300 MB.

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