Estate Planning Paralegal & Notary - In-Office

Steinbacher, Goodall & Yurchak; Altoona (PA); Presencial; USD 32 000 - 45 000; Tempo integral

Resumo da oferta

Steinbacher, Goodall & Yurchak seeks a Planning Paralegal to support estate and long-term care planning matters in a professional, in-office setting in Pennsylvania. You will gather client information, prepare summaries, and assist attorneys during signing meetings.

A notary may be required, either current or obtained after hire. The role emphasizes organization, discretion, and client service, with Monday–Friday hours and no remote work eligibility.

Qualificações

• Previous experience in a legal or professional office environment is 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.

Responsabilidades

• 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.

Conhecimentos

Organizational skills

Time management

Written communication

Verbal communication

Attention to detail

Customer service mindset

Independent worker

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Steinbacher, Goodall & Yurchak seeks a Planning Paralegal to support estate and long-term care planning matters in a professional, in-office setting in Pennsylvania. You will gather client information, prepare summaries, and assist attorneys during signing meetings.

A notary may be required, either current or obtained after hire. The role emphasizes organization, discretion, and client service, with Monday–Friday hours and no remote work eligibility.