Demo

Paralegal

Signature Staffing
York, PA Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/2/2025

Job Description

Job Description

An esteemed law firm in York is on the hunt for two Estate Paralegals. With a salary range of $55k-$70k, Monday to Friday 8 : 30 am to 5 pm schedule, fantastic benefits, and a cozy work environment focused on support, progress, and career building. Skip the middleman and join our client directly! Hurry, the race is on! Dial 717-731-8777 now for a shot at these incredible roles!

SUMMARY

The Estate Paralegal will work closely with clients and the Attorneys in the Estate Planning and Administration Practice Group to administer Pennsylvania Estates from start to finish.

FIRM EXPECTATIONS

Professional Integrity : Consistently adheres to and practices within the guidelines set forth in the firm's employment policies, e.g., protecting confidential information. Handles all situations honestly. Fosters an open, candid, constructive, and ethical work environment.

Communication : Listens well and understands and appreciates the perspective of others; integrates the use of available technological resources when appropriate to maximize the clear and effective delivery of the message; reads and interprets complex information; tactfully, accurately and clearly presents information (through the spoken and written word) with internal customers and / or Firm clients.

Quality of Work and Customer Focus : Has the functional and technical knowledge and skills to do the job; demonstrates a high level of service delivery; produces complete and accurate work, ensuring work meets quality, compliance and client satisfaction standards; maintains a positive demeanor and solution-oriented approach while dealing with conflict and time demands.

Relationship Management and Inclusion : Develops rapport with others and recognizes their concerns and feelings; builds and maintains long-term associations based on trust; models and promotes a diverse and inclusive environment where differing thoughts, perspectives and experiences are valued and helps to maximize the contributions of employees; recognizes that differences, subtle forms of intolerance and explicit bias exist; is aware of potential blind spots and works to interrupt bias, insensitivity, and inappropriate behavior; regards diversity and inclusion as a cultural and business imperative.

Teamwork : Promotes high performance and a collegial environment within work groups; works closely with other departments as necessary; displays positive perspective and confronts issues negatively impacting teamwork to ensure a highly effective team; identifies opportunities to assist in team efforts; supports group decisions and solicits opinions from coworkers.

Initiative and Commitment to Task : Takes responsibility for actions and outcomes; is available outside of standard work hours as business needs require, including extended work periods in support of Firm and / or client objectives; undertakes additional responsibilities and responds to situations as they arise without supervision; demonstrates dependability in difficult circumstances and shows a sense of urgency about getting results.

PRIMARY DUTIES & RESPONSIBILITIES

  • Prepare documents for probate and initial client meeting.
  • Work with the personal representative(s) of an estate to value, collect, and preserve assets of the estate, transfer title of assets, and maintain accounts at financial institutions for the estate.
  • Prepare inheritance, estate, and income tax returns.
  • Prepare account upon distribution of assets disclosing the receipts and disbursements that occurred during the administration of the estate.
  • Prepare required documents in connection with the distribution to estate beneficiaries.
  • Maintain general contact with clients by mail, e-mail, and telephone.

MINIMUM QUALIFICATIONS

  • A minimum of 2 years in the practice of estate administration, preferably with experience with Pennsylvania Estates.
  • Experience with ONESOURCE Trust and Estate Administration software or other estate administration software, such as Lackner.
  • Experience in estate administration preparing probate documents, tax documents, and accounts.
  • Ability to maintain a checkbook and to read statements from financial institutions.
  • Strong working knowledge of Microsoft Word, Excel, and Outlook is required.
  • Advanced knowledge of software applications including Adobe Acrobat Pro, NetDocs, and other web-based applications such as Smokeball., Centerbase, CLIO or Elite.
  • Ability to exercise discretion and maintain confidentiality of sensitive information.
  • Ability to accurately process a variety of tasks and high volumes of work in a fast-paced, dynamic environment.
  • The ability to work independently in a fast-paced team environment.
  • Strong written and verbal communication skills are required.
  • Familiarity with legal terminology pertinent to the area of assignment.
  • Notary Public commission preferred or willingness to obtain.
  • Salary : $55,000 - $70,000

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