What are the responsibilities and job description for the Trust and Estate Administration Specialist position at The Elder Law Offices of Shields & Boris?
Position Summary:
We are seeking an experienced and detail-oriented Trust and Estate Administration Specialist to join our Trust & Estate Administration practice group. The ideal candidate will assist attorneys with all aspects of estate and trust administration, including probate filings, asset valuations, and Inheritance tax filings. This position requires familiarity with Pennsylvania probate and trust procedures and a strong ability to manage multiple matters and deadlines.
Key Responsibilities:
- Prepare documents for filing with Pennsylvania Register of Wills
- Assist with the administration of estates and trusts, including:
- Gathering and valuing assets- Notifying beneficiaries and interested parties- Coordinating asset distributions
- Prepare PA inheritance tax returns (REV-1500)
- Assist with preparation of formal and informal fiduciary accountings
- Maintain detailed and organized files, calendars, and timelines for estate and trust matters
- Communicate with clients, financial institutions, and government agencies
- Support attorneys with the drafting of legal correspondence, reports, and court documents
- Qualifications:
- Minimum of 2 years of experience in estate and trust administration
- Paralegal certificate or relevant experience preferred
- Familiarity with Pennsylvania Orphans’ Court rules and procedures
- Experience with Lackner probate software and Clio is a plus
- Strong understanding of PA inheritance tax principles
- Excellent organizational, written, and verbal communication skills
- Proficiency in Microsoft Office (Word, Excel, etc.)
- Ability to work independently and collaboratively in a team setting
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: 40 per week
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $20