Estate and Trust Administration Paralegal

Professional with experience in the legal field for busy Estate & Trust Administration Department. Duties include assisting with estates and trusts that are being administered as follows:

Communication and interpersonal skills: This position requires excellent customer service and communications skills. You will meet, work, and interact with estate/trust representatives and beneficiaries and communicate with various court agencies and personnel.

Estate and Trust Administration: Opening probate proceedings, preparing and filing court forms and pleadings; drafting probate pleadings, including fiduciary reports and accountings. You will draft correspondence, manage compliance and deadline calendars obtaining tax IDs, estate/trust administration documents, scanning and filing incoming documents, taking client calls, and interacting with clients, beneficiaries and various financial institutions holding estate/trust assets, and helping with overall organization of estate/trust administration and estate planning files.

Asset Management: Marshalling, organizing and analyzing asset information; acquiring asset values; preparing inventories and accounts.

Tax and Account Preparation: You will prepare inheritance tax returns, fiduciary returns for open estates/trusts, gift tax and estate tax returns. You will review tax reporting documents as well as bank, brokerage and other financial account statements/documents.

Legal Research: Conducting research on federal and state estates and trust tax and administration law and procedure.

File Management: Organizing and maintaining client files, deadlines, attorney schedules and estate and trust tax and financial compliance.

Requirements:

- Position requires an individual with very high attention to detail, strict quality control standards, ability to learn and become proficient working with various legal software programs, highly proficient in Word, time management skills, and fantastic customer service and interaction skills.

- Previous experience as an estates and/or trust administration paralegal or legal secretary is preferred. Prior paralegal or equivalent career experience is required.

- Ability to work on your own.

- Strong proofreading and organizational skills
- Excellent phone etiquette and communication skills

- Ability to use Microsoft Office programs, including Outlook and One Note. Knowledge or willingness to learn Lackner 6-in-1 Estate and Trust Administration Software.
- Knowledge of legal terminology and procedures
- Ability to write clearly and concisely, excellent grammar

-Time Management and Efficiency - must be able to multi-task and keep up with a very busy office.

Full time; Salary commensurate with experience.

Your Role:

As a Paralegal, you will play a crucial role in supporting attorneys in their day-to-day tasks. Your attention to detail and ability to handle multiple tasks simultaneously will contribute to the success of our legal team. We are only reviewing resumes that demonstrate legal office experience. Experience working with administering trusts and estates is preferred.

If you are looking for an opportunity to utilize your organizational skills and passion for law in a fast-paced environment, we encourage you to apply for this position.

Job Type: Full-time

Expected hours: 40 per week Monday through Friday

Work Location: In person

Benefits:

• 401(k) matching
• Health insurance

· Disability Insurance

· Group Life Insurance Benefits

· Vacation/Sick-time

· Parking on site

· Membership in local county paralegal associations

· WGF&L will contribute toward agreed upon professional training and education

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k) matching
• Disability insurance
• Free parking
• Health insurance
• Life insurance
• Paid sick time
• Paid time off

Schedule:

• 8 hour shift

Experience:

• Microsoft Office: 1 year (Preferred)

Ability to Commute:

• West Chester, PA 19382 (Required)

Ability to Relocate:

• West Chester, PA 19382: Relocate before starting work (Preferred)

Work Location: In person

Salary : $60,000 - $80,000