Estates & Trusts Paralegal

Sechler Law Firm, LLC; Warrendale (Allegheny County); On-site; USD 54,000 - 66,000; Full time

Job summary

Sechler Law Firm, LLC seeks an experienced Estate and Trust Administration Paralegal to support attorneys in drafting wills, trusts, powers of attorney, and handling estate matters.

You will prepare petitions, accountings, and settlement documents, and maintain daily client contact while ensuring deadlines are met. A four-year degree and paralegal certification are preferred, with 5 years of experience required.

Qualifications

• Four-year degree in finance, management, or legal administration (Master’s preferred).
• Minimum 5 years of experience as paralegal or similar role.
• Experience with estate planning software (WealthCounsel) and Lackner.
• Proficient in Microsoft Word and Excel; paralegal certification preferred.

Responsibilities

• Draft estate planning documents like wills and trusts.
• Prepare petitions, accountings, and other court documents.
• Communicate with clients to keep them apprised of case status.
• Screen prospective clients by phone to assess fit for the firm.
• Manage deadlines to ensure timeliness.

Skills

Client communication

Attention to detail

Time management

Legal document drafting

Education

Bachelor’s degree in finance, management, or legal administration

Master’s degree desired

Paralegal certification

Tools

WealthCounsel

Lackner

Microsoft Word

Excel

Job description

Do you have years of experience working as an Estate and Trust Administration Paralegal and feel ready to take your challenging and rewarding career to the next level? Join our law office and let your past successes guide clients!

As a paralegal, you’ll draft estate planning documents like wills, trusts, and powers of attorney. You'll also be responsible for all aspects of Estate and Trust Administration matters. You'll prepare petitions, complete Inheritance Tax Returns, prepare accountings, and prepare settlement agreements. You’ll have daily client interaction as you assist our attorneys with legal matters.

Compensation: $60,000

Qualifications

• Experience with estate plan drafting software, like Wealthcounsel.
• Experience with Lackner software.
• Candidates should have a four-year degree in finance, management, or legal administration, or a similar major - Master’s degree desired
• Standard computer skills and proficiency with Microsoft Word and Excel
• Paralegal certification from an accredited program prefered
• Minimum 5 years’ experience as a paralegal specialist, case manager, legal assistant, or legal office manager

Responsibilities

• Draft estate planning documents like wills and trusts.
• Prepare petitions, accountings, and other court documents.
• Communicate with clients to keep them apprised of case status.
• Conduct screening phone calls to determine if prospective clients are a good fit for our firm.
• Case management to ensure all deadlines are hit in a timely manner.