Estate Paralegal

Job Description

Job Description

We are seeking a detail-oriented and proactive Estate Probate and Administration Paralegal to support attorneys in all aspects of estate administration and fiduciary matters. This role is ideal for someone who thrives in a fast-paced legal environment and is comfortable managing both transactional and administrative responsibilities related to estates and trusts.

Key Responsibilities

Probate & Estate Administration

• Assist attorneys with all phases of probate and estate administration
• Prepare and file probate petitions and court documents
• Support the administration process, including:
• • Asset identification and valuation
  • Inventory preparation
  • Distribution documentation
• Draft estate accountings and correspondence with beneficiaries
• Assist with preparation of estate tax filings and supporting documentation

Fiduciary & Litigation Support

• Assist with matters involving trusts, estates, and fiduciary disputes
• Organize case files, exhibits, and discovery materials
• Coordinate with courts and opposing counsel on filings and deadlines

Client & Case Management

• Serve as a point of contact for clients, providing updates and requesting documentation
• Maintain and organize physical and electronic case files
• Track deadlines and ensure compliance with court requirements
• Schedule client meetings, hearings, and attorney calendars

General Legal Support

• Draft correspondence, legal memoranda, and internal documents
• Perform legal research related to estate, trust, and probate matters
• Ensure accuracy and completeness of all filings and documentation

Qualifications

• 3+ years of experience as an estate paralegal
• Paralegal certificate or equivalent experience required
• Strong understanding of estate planning and probate processes
• Familiarity with Pennsylvania probate procedures
• Excellent organizational and time management skills
• High attention to detail and accuracy
• Strong written and verbal communication skills
• Ability to manage multiple matters and deadlines simultaneously

Preferred Skills

• Experience with estate tax filings and fiduciary accounting
• Knowledge of Lackner software
• Ability to work independently while collaborating with attorneys and staff

Work Environment

• Collaborative, client-focused legal team
• Exposure to a wide range of estate, trust, and fiduciary matters
• Opportunity to work closely with experienced attorneys handling both administration and litigation

Compensation & Benefits

• Competitive salary based on experience
• Health benefits (if applicable)
• Paid time off and holidays
• Professional development opportunities