EstateTrust Administration Paralegal
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Job Location:
Monthly Salary:
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role
seeking an experienced Estate & Trust Administration Paralegal who can work independently and confidently handle Pennsylvania-specific estate matters in a remote environment.
Key Responsibilities
- Manage Pennsylvania Estate and Trust Administration matters from start to finish
- Prepare and file PA Inheritance Tax Returns
- Prepare Fiduciary Tax Returns (Form 1041)
- Utilize Lackner 6-in-1 Probate & Trust Administration software
- Assist attorneys with drafting and reviewing estate trust and probate documents
- Review client financials and identify potential tax liabilities
- Communicate directly with clients financial institutions and government agencies
- Maintain organized accurate case files and documentation
Required Qualifications
- Proven experience in PA Estate & Trust Administration
- Strong working knowledge of PA Inheritance Tax Returns and Fiduciary Returns
- Hands-on experience with Lackner 6-in-1 software
- Paralegal certification or equivalent hands-on experience
- Ability to work independently with minimal supervision
- Strong organization attention to detail and communication skills
Key Skills
- EAM
- Economics
- IT Business Analysis
- Information Security
- Android Development
