Planning Paralegal

Key Responsibilities

Client & Legal Support

• Assist clients with estate planning and long‑term care planning matters
• Gather, organize, and compile client asset and personal information
• Prepare client information summaries, asset listings, and funded asset lists
• Perform trust funding tasks in accordance with firm policies and procedures
• Update ownership and beneficiary designations and verify all changes are completed accurately
• Attend client appointments and assist attorneys during signing meetings
• Serve as a notary during document signing appointments

Research & Documentation

• Conduct online and courthouse records research, including tax assessments, deeds, and gas leases
• Record legal documents at county courthouses as required
• Prepare, proofread, and manage correspondence and legal documents

Administrative & Operational Support

• Organize and maintain hard‑copy and electronic client files
• Schedule client appointments and initial consultations while delivering exceptional customer service
• Maintain calendars for attorneys and staff to ensure accuracy and timeliness
• Answer phones, route calls appropriately, and assist walk‑in clients
• Perform general office duties including scanning, mailing, filing, and data entry

Professional Standards

• Maintain strict confidentiality of all client and firm information
• Follow firm procedures to ensure all work is completed thoroughly and correctly
• Support attorneys and team members with additional duties as assigned

Qualifications & Skills

• Previous experience in a legal or professional office environment preferred
• Strong organizational and time‑management skills with the ability to prioritize competing deadlines
• Excellent written and verbal communication skills
• High attention to detail and commitment to accuracy
• Proficiency with Microsoft Office and standard office technology
• Ability to work independently while contributing positively to a collaborative team
• Professional, courteous demeanor with a strong customer‑service mindset

Notary Requirement

• Active Pennsylvania Notary Public license OR willingness to obtain notary licensure upon hire (support provided)

Work Environment & Schedule

• Professional, in‑office legal environment
• Routine use of computers, phones, scanners, and other office equipment
• Monday–Friday, 8:30 a.m. – 5:00 p.m. with one‑hour unpaid lunch
• This position is not eligible for remote work

Compensation

• $28 per hour and up , based on experience

Why Work for Steinbacher, Goodall & Yurchak

Equal Opportunity Employer