Trust & Estate Paralegal

McCausland Keen + Buckman , an established, prominent law firm located in Devon, Pennsylvania seeks an experienced trust and estate paralegal. This is a full-time position, with flexibility to work from home as needed.

The ideal candidate for this position will assist attorneys in drafting estate planning documents and manage complex estate administrations from inception to closing. This position requires strong communication skills and the ability to work collaboratively with attorneys and clients. The ideal candidate possesses deep knowledge of Pennsylvania estate procedures and tax return preparation skills.

To apply, please submit a resume to View email address on click.appcast.io.

Key Responsibilities

• Estate Planning : Assist attorneys with preparation of estate planning documents, including wills, trusts, healthcare directives, and powers of attorney.
• Estate Administration : Manage the full lifecycle of an estate and trust administration independently.
• Register of Wills and Orphans’ Court Filings : Draft probate petitions, notices, inventories, and related court documents.
• Tax Preparation : Prepare Pennsylvania Inheritance Tax Returns (REV-1500), Federal Estate Tax Returns (Form 706) and fiduciary Income Tax Returns (Form 1041 and PA-41).
• Estate Accounting : Formulate formal and informal fiduciary accountings for courts, beneficiaries, and trustees.
• Asset Distribution : Coordinate the valuation, liquidation, transfer, and distribution of estate and trust assets.
• Client Communication : Serve as the point of contact for clients, executors, trustees and beneficiaries.
• Collaboration : Collaborate with attorneys and clients to address and resolve all estate and trust administration matters.

Qualifications

• Experience : Minimum of 2 years’ experience specializing in trust and estate paralegal work. In-depth understanding of Pennsylvania Orphans’ Court rules and the Pennsylvania Probate, Estates and Fiduciaries Code.
• Software Skills :
• Proficient in Lackner Software or Thomson Reuters estate accounting software and tax preparation platforms.
• Proficient in Microsoft office.
• Education : Paralegal Certification.
• Notary Certification : Pennsylvania Notary Public certification.
• Soft Skills : Exceptional attention to numerical detail, strong organizational skills, and compassionate client communication.

Benefits

• Competitive salary based on experience
• Comprehensive health and dental insurance
• 401(k) plan
• Paid Time Off (PTO) and paid holidays
• Professional development assistance