Probate Paralegal
Posted on :
09-03-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
09-03-2024
Job Description
Req ID : 2607856
InfraHire is looking for a Probate Paralegal in Philadelphia PA.
Job Description:
The candidate will collaborate closely with clients undertaking responsibilities that encompass all stages of probate. This involves working alongside me on the creation of estate planning documents progressing through to the final signing day.
Responsibilities:
- Demonstrate effective communication skills in order to serve as the primary point of contact for clients.
- The candidate is expected to establish a strong rapport with clients and beneficiaries fostering a positive and collaborative working relationship throughout the estate administration process.
- Create probate and administration documents for both formal and informal proceedings managing tasks such as the administration of accounts court petitions and filings accounting orders deeds certifications etc. Additionally coordinate nonprobate administration activities following the decedents passing.
- Gather assess and organize the financial records of the deceased encompassing tax returns inter vivos trust agreements gift tax returns and financial statements.
- Assess the value of the decedents assets as of the date of death and any applicable alternate value date(s) while also determining the liabilities of the estate.
- Prepare Pennsylvania inheritance tax returns.
Qualifications:
- Minimum of 5 years of experience is a requirement.
- Specialized in Probate Administration within the practice area.
- A Bachelors degree or equivalent experience is expected.
- Prior experience as a paralegal in a law firm is preferred.
InfraHire is an Equal Opportunity Employer.
Employment Type
Full Time
Key Skills
- Legal Drafting
- Proofreading
- Google Docs
- Organizational skills
- Microsoft Outlook
- Microsoft Word
- Case Management
- Legal Research
- Research Experience
- Paralegal
- Filing
- Writing Skills
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