Estate Administration Paralegal

Stock and Leader is a well-established and trusted Central Pennsylvania Regional Law Firm located in York, Pennsylvania (30-minutes north of Baltimore, MD). We focus on client outcomes by delivering legal expertise through a collaborative approach and individual practice dedication across business, public and personal law. Stock and Leader is proud to be engaged in our community and we are known for giving sound legal advice that favors our client’s best interests.

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.

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 Centerbase or CLIO.
• 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.

Stock & Leader is an equal opportunity employer, and all qualified applicants receive consideration for employment and all employees are treated during employment without regard to race, color, sexual orientation, gender identity, marital status, religion, sex, age, national origin, genetic information, physical or mental disability or veteran status.

Interested candidates should forward a cover letter and resume to: staffrecruiting@stockandleader.com

Job Type: Full-time

Pay: $53,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Estate Administration Paralegal: 2 years (Required)

Work Location: In person

Salary : $53,000 - $65,000