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
