Trusts & Estates Legal Assistant

CyberCoders

Pittsburgh (Allegheny County)

Hybrid

USD 60,000 - 80,000

Full time

10 days ago
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Benefits offered by this job

Health
Dental
Vision
PTO
Bonus
401k Match
Pension

Job summary

CyberCoders seeks an experienced Trusts & Estates Paralegal to join our Pittsburgh team on a hybrid schedule. The role supports attorneys in estate planning, probate, and trust administration with a strong client-service focus.

The ideal candidate has at least 2 years of hands-on paralegal experience in trusts and estates, excellent organizational skills, and proficiency with Microsoft Office and document management systems.

Qualifications

  • Minimum of 2 years of paralegal experience in trusts and estates, estate planning, probate, or trust administration.
  • Strong knowledge of estate planning concepts, probate procedures, and trust administration processes.
  • Excellent organizational skills and ability to manage multiple deadlines.
  • Strong written and verbal communication and client-service orientation.
  • Ability to work independently and with attorneys in a team environment.

Responsibilities

  • Assist attorneys with drafting estate planning documents.
  • Support probate and trust administration tasks including inventories and filings.
  • Prepare and file federal and state estate and fiduciary income tax returns.
  • Coordinate with clients, financial institutions, and third parties.
  • Maintain organized files, deadlines, and calendars for court filings.
  • Conduct legal research and prepare correspondence under supervision.
  • Assist with trust funding and asset transfers.
  • Perform other duties to support the trusts & estates practice.

Skills

Estate planning
Probate procedures
Trust administration
Client service

Tools

Microsoft Office
Document management systems

Job description

About

We are seeking an experienced Trusts & Estates Paralegal to join our team. The ideal candidate will have at least 2 years of hands‑on experience supporting estate planning, probate, trust administration, and related matters. This role works closely with attorneys to deliver high‑quality client service in a collaborative, professional environment. This position will report out of our office in Pittsburgh on a hybrid schedule.

Key Responsibilities
  • Assist attorneys with the preparation and drafting of estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related instruments.
  • Support probate and trust administration matters, including gathering and valuing assets, preparing inventories, accountings, and petitions for filing with the appropriate courts.
  • Prepare and assist with federal and state estate, gift, and fiduciary income tax returns and related filings.
  • Coordinate with clients, financial institutions, appraisers, accountants, and other third parties to collect information and facilitate administration.
  • Maintain organized client files, track deadlines, and manage calendars for court filings, tax deadlines, and client matters.
  • Conduct legal research and prepare correspondence, status reports, and supporting documentation under attorney supervision.
  • Assist with trust funding, asset transfers, and post‑mortem planning as needed.
  • Perform other duties as assigned to support the Trusts & Estates practice.
Qualifications
  • Minimum of 2 years of experience as a paralegal in trusts and estates, estate planning, probate, or trust administration (law firm experience preferred).
  • Strong knowledge of estate planning concepts, probate procedures, and trust administration processes.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with document management and timekeeping systems; experience with estate administration or tax software is a plus.
  • Excellent organizational skills, attention to detail, and ability to manage multiple priorities and deadlines.
  • Strong written and verbal communication skills and a client-service orientation.
  • Ability to work independently and collaboratively in a team environment.
Benefits
  • Health
  • Dental
  • Vision
  • PTO
  • Bonus
  • 401k Match
  • Pension
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