Trusts and Estates Paralegal- 3576381

United States·Pittsburghmid

Legal & ComplianceParalegal

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Overview

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…

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What We Offer

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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.

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.

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

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