Estate Planning Paralegal & Notary Assistant

steinbachergoodallyurchak; Altoona (PA); On-site; USD 79,901,000 - 88,166,000; Full time

Job summary

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal to support our estate and long-term care planning practice. The role emphasizes meticulous client service, accurate document handling, and professional conduct in a confidential, in-office setting.

The candidate should be proactive, highly organized, and committed to quality and integrity in all tasks, including notarization during signings and coordination of client information with attorneys.

Qualifications

• Previous experience in a legal or professional office environment preferred.
• Strong organizational and time-management skills with the ability to prioritize deadlines.
• Excellent written and verbal communication skills.
• High attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office and standard office technology.
• Ability to work independently while contributing positively to a collaborative team.
• Professional, courteous demeanor with a strong customer-service mindset.

Responsibilities

• Assist clients with estate planning and long-term care planning matters
• Gather, organize, and compile client asset and personal information
• Prepare client information summaries, asset listings, and funded asset lists
• Perform trust funding tasks in accordance with firm policies and procedures
• Update ownership and beneficiary designations and verify all changes are completed accurately
• Attend client appointments and assist attorneys during signing meetings
• Serve as a notary during document signing appointments

Skills

Time management

Attention to detail

Communication skills

Customer service

Independence

Team player

Education

Notary license considered

Tools

Microsoft Office

Job description

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal to support our estate and long-term care planning practice. The role emphasizes meticulous client service, accurate document handling, and professional conduct in a confidential, in-office setting.

The candidate should be proactive, highly organized, and committed to quality and integrity in all tasks, including notarization during signings and coordination of client information with attorneys.