Job Description

Job Description

Estate & Trust Paralegal

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Location: Lancaster, PA 17602 (in-office)

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Employment Type: Full-Time

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Compensation: $80,000–$90,000/year, commensurate with experience

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About the Opportunity

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An established law firm is seeking a full-time Estate & Trust Paralegal to join its Estates and Trusts Practice Group. This role reports directly to the attorneys in the group and provides high-level daily support with an emphasis on estate planning, estate and trust administration, and elder law matters. Candidates with experience in estate administration or estate planning are strongly preferred.

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This position requires considerable client interaction, so strong interpersonal, written, and oral communication skills are essential.

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Essential Duties and Responsibilities

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• File legal documents with courts and local, state, and federal agencies, including the Prothonotary, Register of Wills, Pennsylvania Department of Revenue, and IRS
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• Assist attorneys with estate and trust administration
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• Prepare and file Pennsylvania Inheritance Tax Returns and Federal Form 706
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• Prepare final accountings, releases, and distributions
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• Establish and maintain estate and trust accounts
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• Assist with estate planning and administration as directed by attorneys
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• Support Medicare and Medicaid matters as directed by attorneys
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• Supervise legal assistants
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• Other duties as assigned by attorneys or the Managing Partner, including support to other departments as needed
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Competencies

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• Knowledge of estate administration procedures and ability to draft estate and trust documents under attorney direction
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• Strong command of legal terminology, correct English usage, and document/correspondence formatting
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• Proficient with office equipment, computers, and word processing systems
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• Skilled at managing filing systems, client communications, and appointment scheduling
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• Able to follow complex instructions, apply firm guidelines independently, and prioritize competing deadlines
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• Comfortable performing mathematical calculations and using legal reference materials (e.g., Bluebook, procedure manuals)
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• Maintains composure under pressure and exercises sound judgment, diplomacy, and discretion
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Minimum Qualifications

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• Associate's degree, paralegal certification, or equivalent relevant work experience (3+ years' paralegal experience preferred)
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• Outstanding verbal, written, and interpersonal communication skills
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• Proficiency with Microsoft Office 365; familiarity with Lackner and ProLaw a plus
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• Conscientious work habits and superior attention to detail
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Benefits

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• Comprehensive, competitive benefits package
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• ~95% of employee medical, dental, and vision insurance premiums covered by the firm
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• 401(k) Safe Harbor Plan with 3% firm contribution
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• Negotiable PTO
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• Long-Term Disability Insurance
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Job Tags

Full time, Work experience placement, Work at office, Local area

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