Legal Assistant (Estates and Wills)

Atlantic Group; Pennsylvania; On-site; USD 55,000 - 70,000; Full time

Job summary

Join Atlantic Group as a Legal Assistant (Estates and Wills) in Montgomery County, PA, and support estate planning through vital document preparation and coordination of legal processes. This full-time, in-office position seeks candidates with proven experience in Pennsylvania estate law, emphasizing strong communication and organizational skills.

Benefits

Medical insurance

Vision insurance

Paid maternity leave

Paid paternity leave

Qualifications

• 3-5 years as a legal assistant or paralegal with expertise in estate administration.
• Experience in probate and inheritance tax filings.
• Ability to manage deadlines independently.

Responsibilities

• Draft probate and estate administration forms.
• Gather estate details and track deadlines.
• Manage court filings and maintain legal files.

Skills

Communication

Organizational skills

Attention to detail

Education

Bachelor’s degree in Legal Studies

Paralegal Certificate

Tools

Legal software

Microsoft Office Suite

Job description

2 days ago Be among the first 25 applicants

This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $70,000.00/yr

Job Overview – Legal Assistant (Estates and Wills):

Compensation: $55,000 – $70,000/year

Location: Montgomery County, PA

Schedule: Monday to Friday (In-Office)

Step into a key role as a Legal Assistant (Estates and Wills) in Montgomery County, PA, supporting probate filings, estate administration, and inheritance tax documentation for our client’s estate planning practice. This in-office role is ideal for legal professionals with experience in Pennsylvania estate law. You’ll manage court filings, maintain deadlines, and support attorneys with client communications and case tracking.

Responsibilities as the Legal Assistant:

• Estate Document Preparation: Draft probate and estate administration forms for attorney review, including petitions and inheritance tax filings.
• Client Coordination: Gather estate details, track deadlines, and assist clients through probate and estate tax processes.
• Court & Filing Management: Schedule Register of Wills appearances and manage court/tax deadlines using internal systems.
• Records & Documentation: Maintain organized legal files and ensure timely submission of estate-related forms and accountings.
• Team Support: Conduct legal research and collaborate with attorneys and staff to manage multiple estate cases effectively.

Qualifications for the Legal Assistant:

• Education: Bachelor’s degree in Legal Studies or a related field preferred.
• Certification: Paralegal Certificate required.
• Experience: 3-5 years as a legal assistant or paralegal, with expertise in estate administration, probate, and inheritance tax filings.
• Technical Skills: Proficient in legal software and Microsoft Office Suite, with the ability to accurately manage both electronic and paper filing systems.
• Skills & Attributes: Strong communication and organizational skills, with attention to detail and the ability to manage deadlines and sensitive matters independently in a team environment.

Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.

ID #45216

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal and Other

• Industries

  Legal Services, Trusts and Estates, and Law Practice

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Inferred from the description for this job

Medical insurance

Vision insurance

Paid maternity leave

Paid paternity leave

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