Estate Paralegal

Integrative Staffing Group, LLC; Pittsburgh (Allegheny County); In loco; USD 55.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation based on经验

Health, dental, and vision benefits

Paid time off and paid holidays

Professional and supportive work环境

Descrizione del lavoro

Isgwork is seeking an Estate Paralegal in Pittsburgh to support attorneys with estate planning, probate, and estate administration. The role emphasizes meticulous file management and compassionate client service during sensitive life events.

The successful candidate will coordinate matters from intake to completion, draft essential documents, and maintain organized client files while adhering to firm policies and confidentiality requirements.

Competenze

• Prior experience as a paralegal or legal assistant in estate planning, probate, trusts, or estate administration preferred.
• Familiarity with wills, trusts, probate procedures, and estate administration documentation.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple matters, prioritize deadlines, and work independently.
• Proficiency with Microsoft Office, electronic document management, and legal case management systems.
• Professional demeanor and the ability to work effectively with clients during sensitive life events.
• Paralegal certificate or relevant legal education preferred; equivalent practical experience will be considered.

Mansioni

• Coordinate estate planning matters from initial client contact through completion.
• Assist with preparation and drafting of wills, trusts, powers of attorney, and related documents.
• Schedule client meetings, document signings, and follow-up appointments.
• Maintain accurate and organized client files (electronic and physical).
• Assist with probate filings, estate qualification, and related court documents.
• Communicate with executors, beneficiaries, financial institutions, and other professionals.
• Track deadlines and assist with asset valuation, transfer, and distributions.
• Prepare and assist with estate tax filings as directed.

Conoscenze

Estate planning

Probate

Attention to detail

Communication skills

Organizational skills

Discretion

Formazione

Paralegal certificate or related legal education

Strumenti

Microsoft Office

Legal case management systems

Electronic document management

Descrizione del lavoro

Estate Paralegal Direct Hire - M-F 8:00 am - 5:00 pm

Salary: $ 55,000 - $ 65,000 depending on experience

Pittsburgh based law firm is seeking a detail-oriented, organized, and client-focused Estate Paralegal to join our legal team. The ideal candidate will have experience supporting attorneys with estate planning, probate, and estate administration matters and will be comfortable managing multiple files while providing compassionate and professional service to clients during sensitive life events.

Position Summary

The Estate Paralegal will work closely with attorneys to coordinate estate planning and administration matters from initial client contact through completion. This position requires strong organizational skills, attention to detail, discretion in handling confidential information, and the ability to communicate effectively with clients, beneficiaries, financial institutions, courts, and other professionals.

Key Responsibilities

• Estate Planning
  • Assist with the preparation and drafting of wills, revocable and irrevocable trusts, powers of attorney, advance healthcare directives, and related estate planning documents.
  • Coordinate client intake, gather financial and family information, and prepare documentation for attorney review.
  • Schedule client meetings, document signings, and follow-up appointments.
  • Maintain accurate and organized electronic and physical client files.
• Estate Administration and Probate
  • Assist with probate filings, estate qualification, and preparation of court-related documents.
  • Prepare and organize estate administration documents, notices, inventories, accounting, and other required filings.
  • Communicate with executors, administrators, beneficiaries, financial institutions, accountants, and other interested parties.
  • Track deadlines and assist with the collection, valuation, transfer, and distribution of estate assets.
  • Assist with estate tax filings and related documentation as directed by the attorney and applicable professionals.
  • Monitor estate matters through completion, including final accounting, distributions, and closing documentation.
• General Paralegal and Administrative Support
  • Manage calendars, deadlines, appointments, and follow-up communications.
  • Draft correspondence and routine legal documents for attorney review.
  • Maintain case management records and ensure files are complete and current.
  • Obtain records and supporting documentation from courts, financial institutions, government agencies, and other third parties.
  • Provide courteous, professional, and empathetic client service.
  • Handle confidential information with discretion and maintain compliance with firm policies and applicable ethical requirements.

Qualifications

• Prior experience as a paralegal or legal assistant in estate planning, probate, trusts, or estate administration preferred.
• Familiarity with wills, trusts, probate procedures, and estate administration documentation.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple matters, prioritize deadlines, and work independently.
• Proficiency with Microsoft Office, electronic document management, and legal case management systems.
• Professional demeanor and the ability to work effectively with clients experiencing difficult personal circumstances.
• Paralegal certificate or relevant legal education preferred; equivalent practical experience will be considered.

What We Offer

• Competitive compensation based on experience.
• Health, dental, and vision benefits.
• Paid time off and paid holidays.
• A professional and supportive work environment.