Estate Paralegal

Job Description

Job Description

Are you a detail-oriented paralegal who finds real satisfaction in getting an estate from first filing to final distribution, with every deadline met and every number right? Do you have experience preparing inheritance tax returns and estate accountings?

Bogar & Hipp Law Offices, LLC is seeking an experienced Estate Paralegal to join our small, family-owned firm in Shiremanstown, Pennsylvania (Camp Hill area, just across the river from Harrisburg). This is a full-time, in-office position for an organized, professional paralegal who can take ownership of estate administration document preparation and keep matters moving from start to finish.

The Estate Paralegal will work directly with the firm’s attorneys on estate and trust administration, from opening the estate through the inheritance tax return, the accounting, and final distribution. This is far more than answering phones and managing files: it is a role for someone who can get a lot done, with accuracy, and who is comfortable communicating with clients and families along the way.

The ideal candidate has a working knowledge of Pennsylvania estate administration , has prepared inheritance tax returns and accountings , and is either familiar with Lackner estate administration software or able to learn it quickly.

If you are dependable, detail-oriented, growth-minded, and bring a mature, professional demeanor to your work, we would love to meet you.

Compensation & Benefits

● Salary: $55,000 – $65,000 annually (commensurate with experience)

● Full-time, in-office position at our Shiremanstown office

● Paid time off

● SIMPLE retirement plan with employer match

● Opportunity for long-term growth with an established firm serving clients since 1978

Compensation:

$55,000 - $65,000

Responsibilities:

• Prepare Pennsylvania Inheritance Tax Returns, including gathering date-of-death values, supporting documentation, and deductions

• Prepare estate and trust accountings, schedules of distribution, and receipts and releases

• Prepare and file probate petitions and supporting documents with the Register of Wills, and prepare required notices to heirs and beneficiaries

• Track and manage all estate administration deadlines, including inheritance tax filing and payment dates, and maintain the firm’s deadline calendar

• Maintain estate files in Lackner, keeping asset, expense, and distribution information current and accurate

• Correspond with financial institutions, accountants, and other third parties to collect, value, and transfer estate assets

• Serve as a professional point of contact for executors, trustees, and beneficiaries, keeping clients informed throughout the process

• Prepare, print, assemble, and tag hard-copy documents for signing, filing, and mailing, and maintain physical and electronic files

• Assist attorneys with estate planning document preparation and other matters as needed

• Maintain confidentiality and uphold ethical standards

Qualifications:

• 2–3+ years of paralegal or legal assistant experience in estate administration required

• Experience preparing Pennsylvania inheritance tax returns and estate accountings strongly preferred

• Working knowledge of Pennsylvania probate procedures and Register of Wills filings

• Experience with Lackner estate administration software a plus; ability to learn new software quickly required

• Comfortable working with figures and financial records (basic arithmetic; this is not a math-heavy role)

• Excellent attention to detail and organizational abilities, with a track record of meeting deadlines

• Strong written and verbal communication skills and a professional, courteous client presence

• Growth-minded and solutions-oriented, with a mature, professional demeanor

• Ability to manage multiple estates and deadlines simultaneously

• Proficient in Microsoft Office Suite

• Paralegal certificate or degree welcome but not required

• Holds a Notary license or open to obtaining one

About Company

Founded in 1978, Bogar & Hipp Law Offices, LLC is a small, family-owned firm that has continuously provided excellent legal services to clients in the greater Harrisburg area, with offices in Shiremanstown and Exton, Pennsylvania. Our practice centers on wills, trusts, powers of attorney and living wills, asset protection planning, and estate and trust administration, alongside real estate, business, municipal and zoning, and family law.

We are a close-knit team, and many of our staff have been with the firm for 20 years or more. We value integrity, responsiveness, and personal attention, and we are committed to promptly returning client calls and emails. We take pride in guiding clients and their families with professionalism, knowledge, and care.