Estate Administration Paralegal

Job Description

Job Description

Key Responsibilities

• We are seeking an experienced Estate Administration Paralegal to join our Trusts & Estates practice in Greensburg, Pennsylvania.

• This is a substantive, client-facing role focused on managing the legal process of administering a deceased person's estate and ensuring compliance throughout probate and related tax matters.

• The ideal candidate will be able to support attorneys, executors, administrators, and beneficiaries by maintaining accurate records, tracking deadlines, preparing filings, and coordinating the orderly administration and distribution of estate assets.

• Facilitate probate administration by preparing and filing court documents, identifying heirs, communicating with beneficiaries, and gathering financial records.

• Serve as a liaison between attorneys, executors, administrators, beneficiaries, financial institutions, and other parties to ensure accurate and timely communication.

• Monitor statutory deadlines, procedural requirements, inheritance tax deadlines, and probate court rules across various counties.

• Prepare and assist with federal and state individual, fiduciary income, gift, estate, and inheritance tax returns, including payment tracking and supporting documentation.

• Maintain accurate estate records, receipts, matter files, correspondence, accountings, ledgers, and billable time records.

• Balance financial records, prepare estate accountings, and coordinate asset handling, liquidation, distribution, and funding transfers.

• Prepare family settlement agreements, petitions, receipts and releases, and other estate administration or court-related documents.

• Collaborate with attorneys and staff to streamline the probate process while maintaining accuracy, organization, and compliance.

Qualifications and Skills

• Experience in trusts and estates with a law firm, accounting firm, or bank trust department preferred.

• Prior experience with probate administration and preparation of state and federal fiduciary income and death tax returns.

• Bachelor's degree or equivalent relevant work experience; paralegal certificate is a plus.

• Proficiency with Windows-based software and Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.

• Experience with Lackner 6-in-1 Estate and Trust Administration software is strongly preferred.

• Comfort with accounting, balancing, mathematics, reconciliations, and accurate financial recordkeeping.

• Familiarity with document management systems and organized electronic and physical file maintenance.

• Strong communication skills, attention to detail, accuracy, teamwork, discretion, and client-service judgment.

• Knowledge of wills, trust agreements, estate-related tax matters, and estate-related real estate issues is helpful.

Benefits:

• Dental insurance

• Free parking

• Health insurance

• Life insurance

• Vision insurance

\nCompany Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities

Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities