Legal Assistant

Description

Bogar & Hipp Law Offices, LLC has served the community since 1978. Our family-run practice is seeking a probate Legal Assistant who enjoys substantive assignments, follows through without reminders, and treats sensitive situations with care.

Here, you'll collaborate with lawyers to translate financial information into necessary submissions, coordinate case milestones, and help personal representatives understand what comes next. Bring your initiative, sound judgment, and commitment to thorough work.

Compensation:

• $50,000-$60,000 yearly
• Retirement plan
• PTO
• Room to expand your capabilities and responsibilities.

Responsibilities

• Draft probate submissions, statutory notifications, and closing paperwork.
• Compile inheritance tax returns, fiduciary accountings, and payout summaries.
• Request asset valuations and reconcile balances using bank and investment statements.
• Monitor upcoming obligations and update case data using Lackner.
• Coordinate communication with personal representatives, heirs, and outside advisers.
• Organize signature packets and help draft wills and trusts

Qualifications

• Previous experience supporting probate or estate settlement.
• Understanding of Pennsylvania's probate requirements; prior tax-return and fiduciary-accounting work preferred.
• Confidence reviewing balances, checking calculations, and prioritizing an active caseload.
• Tactful communication, discretion, and consistent follow-through.
• Microsoft Office proficiency; Lackner familiarity helpful.
• A notary commission or willingness to pursue one. Formal legal-support education is optional.