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Job Title: Trusts and Estates Paralegal
Location: Pittsburgh, PA 15222
Salary/Payrate: $90K - $105K (some flex), bonus and AWESOME benefits!!!
Work Environment: Hybrid (3 days WFH – Wednesday is anchor day)
Term: Permanent / Fulltime
Bachelor’s degree required: No
Referral Fee: $1,000 - should your referral start with our client
JOB DESCRIPTION
Highly reputable Law Firm client of AMS Legal Staffing is seeking a Trusts and Estates Paralegal with five (5) years of experience in researching Pennsylvania estate planning, trust, estate and probate law, drafts legal documents including estate planning documents, handles trust and estate administration, provides client consultations and manages administrative tasks on behalf of the supervising attorney. The Trust and Estates Paralegal will also draft and file accountings as well as death and fiduciary tax returns.
Overview
- Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court
- Prepare probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc.
- Coordinate post-death non-probate administration
- Communicate with clients and professional advisors relating to routine acts of estate administration
- Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns.
- Input financial data to prepare and file accountings
- Work with clients’ financial advisors on proper titling of accounts.
- Prepare basic Estate Planning documents.
- Manage Estate Planning process through document signings.
Education & Experience
- 5+ years of experience working as a trust and estate paralegal with minimal supervision
- High school diploma or GED – Bachelors degree or paralegal certificate preferred
- Experience in Pennsylvania probate administration
- Knowledge of estate planning documents and concepts
- Experience with OneSource Estate and Trust, and CCH ProSystems platform a plus
- Must know how to prepare gift tax, estate tax, and fiduciary income tax returns
- Experience in local probate administration and with professional service vendors helpful
- Self-motivated, flexible, with exceptional follow-through skills
Knowledge & Skills
- Candidate must have excellent communication skills both written and verbal
- Strong attention to detail, organizational skills and effective time management
- Self-motivated, flexible, with exceptional follow-through skills
- Proficient in Microsoft Office suite
- Capable of independently managing multiple projects
- Individual in this position will provide additional assistance and support as directed by their supervisor.
- Candidate must be flexible and able to work in the office at a minimum 2-3 times a week.
- Job may require occasional travel to the firm’s other offices
