Estate Planning Paralegal & Notary Support

Steinbacher Goodall & Yurchak; Altoona (PA); On-site; USD 32,000 - 45,000; Full time

Job summary

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal to support our estate planning and long-term care planning practice. The role emphasizes client service, accuracy, and discretion in a professional office setting in Pennsylvania.

The ideal candidate is proactive, highly organized, and committed to quality, integrity, and professionalism. A PA Notary Public license or willingness to obtain one is required, with support provided.

Qualifications

• 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.
• 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 information.
• Prepare client information summaries, asset listings, and funded asset lists.
• Perform trust funding tasks in accordance with firm policies.
• 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.
• Conduct online and courthouse records research, including tax assessments, deeds, and gas leases.
• Record legal documents at county courthouses as required.
• Prepare, proofread, and manage correspondence and legal documents.
• Organize and maintain hard-copy and electronic client files.
• Schedule client appointments and initial consultations while delivering exceptional customer service.
• Maintain calendars for attorneys and staff to ensure accuracy and timeliness.
• Answer phones, route calls appropriately, and assist walk-in clients.
• Perform general office duties including scanning, mailing, filing, and data entry.
• Maintain strict confidentiality of all client and firm information.
• Follow firm procedures to ensure all work is completed thoroughly and correctly.
• Support attorneys and team members with additional duties as assigned.

Skills

Organizational skills

Time-management

Communication skills

Attention to detail

Customer-service mindset

Team collaboration

Independent work

Tools

Microsoft Office

Job description

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal to support our estate planning and long-term care planning practice. The role emphasizes client service, accuracy, and discretion in a professional office setting in Pennsylvania.

The ideal candidate is proactive, highly organized, and committed to quality, integrity, and professionalism. A PA Notary Public license or willingness to obtain one is required, with support provided.