Paralegal - Estate & Real Estate Focus, Client-Centered

Socket.dev; Lancaster (Lancaster County); On-site; USD 52,000 - 75,000; Full time

Job summary

Aevitas Law in Lancaster, PA is seeking a skilled, detail-oriented paralegal to join our team and help manage caseloads while delivering exceptional client service in a fast-paced professional environment. The ideal candidate has 3–5+ years of paralegal experience and knowledge of estate and tax planning, business law, and real estate law, plus strong analytical, research, and writing skills.

Experience with Clio and MS Office is preferred; you will collaborate with attorneys and support staff

Qualifications

• 3–5+ years of paralegal experience.
• Estate and tax planning, business law, and/or real estate law.
• Strong analytical, legal research, and writing skills.
• Clear and professional written, phone, and in-person communication.
• Comfort with CRM software (Clio) and MS Office.

Responsibilities

• Meet with attorneys, paralegals, and support staff to manage caseloads and meet client objectives.
• Build and maintain strong client relationships through responsive communication and exceptional service.
• Research statutes, regulations, legal articles, judicial decisions, and other legal sources; provide written analysis to attorneys.
• Prepare, organize, store, and retrieve case files.
• Investigate facts and laws of cases and search public records to prepare cases.
• Prepare and process estate planning, real estate, and business documents with accuracy and attention to detail.
• File documents such as business formation applications and amendments, deeds, and IRS applications.
• Utilize and maintain the law firm client database (Clio).
• Track the status of client projects and maintain organizational systems to keep project momentum.
• Set appointments for attorneys, prepare client correspondence, and communicate promptly and professionally with clients and outside contacts.
• Notarize documents when needed.

Skills

Paralegal experience

Estate planning

Tax planning

Business law

Real estate law

Legal research

Legal writing

CRM software (Clio)

MS Office

Tools

Clio

MS Office

Job description

Aevitas Law in Lancaster, PA is seeking a skilled, detail-oriented paralegal to join our team and help manage caseloads while delivering exceptional client service in a fast-paced professional environment. The ideal candidate has 3–5+ years of paralegal experience and knowledge of estate and tax planning, business law, and real estate law, plus strong analytical, research, and writing skills.

Experience with Clio and MS Office is preferred; you will collaborate with attorneys and support staff