Paralegal - Trusts and Estates

Timoney Knox, LLP; Washington (Washington County); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is looking for an experienced Trusts and Estates Paralegal to join their dynamic team. This role involves managing the administration of estates and trusts, requiring strong interpersonal and communication skills to interact with clients and colleagues. The ideal candidate will have a solid background in estate administration, financial matters, and proficiency in essential software tools. The firm offers a supportive environment that values professionalism and excellence in the legal field, making it an exciting opportunity for those looking to advance their careers in law.

Benefits

401(k) with matching

AD&D insurance

Dental insurance

Disability insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Qualifications

• Prior experience with estate administration and complex financial matters.
• Proficiency in Microsoft Office is essential.

Responsibilities

• Identify estate assets and perform probate functions.
• Administer estates and maintain financial records for tax returns.

Skills

Interpersonal Skills

Communication Skills

Client Service Commitment

Financial Administration

Tools

Microsoft Word

Microsoft Excel

Lackner Software

CCH ProSystem fx Tax Software

Job description

Location: Fort Washington, PA
Firm: Timoney Knox, LLP

Timoney Knox LLP, a well-regarded law firm located in Montgomery County, PA, is seeking an experienced Trusts and Estates Paralegal to join our dynamic team. In this role, the successful candidate will take on the general responsibility for all aspects of the administration of estates and trusts. Strong interpersonal skills are essential, as you will interact with clients and colleagues regularly.

Responsibilities:

As a Trusts, Estates, and Corporate Paralegal, your duties will include:

1. Identifying estate assets
2. Performing probate functions
3. Independently administering estates
4. Maintaining appropriate financial records necessary for preparing tax returns and fiduciary accountings
5. Assisting with the preparation, review, and filing of income tax, inheritance, and estate tax returns
6. Preparing fiduciary accountings for estates and trusts
7. Drafting Receipt and Release Agreements, Schedules of Distribution, and related documentation for the informal settlement of estates and trusts

Job Requirements:

The ideal candidate will have prior experience with the administration of Estates and an aptitude for complex financial matters. Candidates must possess excellent communication skills and a commitment to client service. Proficiency in Microsoft Word and Excel is required, as well as familiarity with Lackner software and CCH ProSystem fx Tax software. Experience with corporate and real estate matters, as well as the preparation of income tax returns for individuals, estates, and trusts, is a plus.

Benefits:

• 401(k) with matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Join us at Timoney Knox LLP and contribute to a team that values professionalism and excellence in the legal field!