Paralegal jobs in Pennsylvania - Page 8

Job Description 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 referral start with our client JOB DESCRIPTION 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. Overview • 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. Education & Experience • 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 Knowledge & 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

Job DescriptionSalary: Salzmann Hughes, P.C., a regional law firm in South Central Pennsylvania, is seeking an experienced Paralegal with 1 to 3+ years of experience to support the firm's Camp Hill office. The Candidate will support multiple attorneys and responsibilities will include answering incoming telephone calls, transcribing documents and letters, drafting agreements, organizing case files, updating tracking logs, and other administrative tasks as needed. The Candidate must have a strong work ethic, the ability to work in a team environment, the ability to multi-task and prioritize, proficiency with Microsoft Office, a strong attention to detail, and exceptional organizational and communication skills.

Job DescriptionDescription: Experience: · Associate degree in Paralegal Studies or related field required; Bachelor’s degree in Paralegal Studies or related field preferred · Paralegal certificate required · 3-5 years+ of paralegal experience required · Understanding of estate and tax planning preferred · Understanding of business planning preferred · Understanding of elder law preferred · Analytical, legal research, and writing skills required · Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines required · CRM software experience required; Clio preferred · Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required Requirements: Essential Duties and Responsibilities: · Meet and collaborate with other attorneys, paralegals, and support staff to effectively manage caseloads and meet client objectives · Build and maintain strong client relationships through responsive communication and exceptional service · Draft legal documents including routine pleadings and motions, affidavits, and interrogatories; files motions and pleading according to judicial procedures · Prepare, draft, and revise legal documents including briefs, wills, contracts, real estate closing statements, pleadings, appeals, and other legal documents with accuracy and attention to detail · Obtain client signatures and witness documents as required · Maintain accurate and organized case files, documentation, and correspondence · Research and analyze statutes, regulations, legal articles, judicial decisions, and other legal sources; provides written analysis to attorneys · Interview clients and witnesses and prepares summaries of their statements · Prepare, organize, store, and retrieve case files, which may include evidence, exhibits, depositions, pleadings, exhibits, and other items. · Assist attorneys with trial preparation, which may include attending trials and hearings · Organize and maintain documents in a paper or electronic filing system · Investigate facts and laws of cases and searching public records and other resources to prepare cases and determine causes of action · Direct and coordinate law office activity, including delivery of subpoenas · Prepare and process deeds to be filed with the Recorder of Deeds · Apply online for Tax ID numbers for businesses and trusts · Assist with the administration of client estates · Assist with real estate settlement transactions · Track the status of client projects, and keep tickler system to ensure that deadlines are met · Scan client paperwork for electronic storage · Prepare client correspondence (email, fax, regular mail, etc.) · Forward incoming voice messages and faxes to the appropriate person · Set appointments for attorneys, and call clients to remind them of upcoming appointments · Register attorneys for CE courses, add to their calendars, and ensure that CE credit is obtained · Prepare and process original estate planning and business planning documents – wills, powers of attorney, trusts, etc. · Notarize documents, when needed · Utilize and maintain law firm client database (QuickBooks, Clio) · Create and send client invoices, in consultation with attorneys · Order supplies for the office · Respond to phone calls, texts, and e-mails in a timely fashion · Follow and adhere to Company policies, procedures, and guidelines · Willing to learn the industry and help us maintain and grow our marketplace position · Attend business meetings and trainings as required · Perform other administrative tasks and special projects as assigned • Maintain a professional attitude and appearance, • Possess the ability to connect with a variety of personalities, • Live out Faithward Formula, • Exhibit strong leadership skills – leads by example and helps motivate others to do their best, • Utilize extremely strong phone skills – high energy and passion for helping others, • Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line, • Be enthusiastic about providing the best possible customer service for clients and customers, • Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments, • Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally, • Possess strong relationship management and the ability to drive multiple tasks to completion successfully, • Be a resourceful team player and a positive “can-do” attitude, • Have the ability to work in a fast-paced environment, • Think and act like an entrepreneur and take an ownership mentality in all that is done in this position, • Be detail oriented and helpful, • Have the ability to perform accurate data entry within specified time frames, • Possess the ability to use or quickly learn specific CRM and other business software, • Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization, • Possess excellent organization, problem solving, and planning skills, • Demonstrate excellent time management skills and ability to adhere to schedules/deadlines, • Be dependable and safety oriented, • Have the ability to work some nights and weekends as needed, • Produce a negative pre-employment drug screen and have the ability to pass a criminal background check, • Maintain a good attendance record and travel as required