Estate Administration Paralegal

2 months ago

York, United States PeopleShare Full time
PeopleShare has immediate openings for Estate Administration Paralegal in York, PA
Job Details for Estate Administration Paralegal:
  • Schedule: 8:00am – 5:00pm
  • Pay Rate: up to $65,000/yr.

Job Responsibilities & Description for Estate Administration Paralegal:       
  • Prepare documents for probate and initial client meeting.
  • Work with the personal representative(s) of an estate to value, collect, and preserve assets of the estate, transfer title of assets, and maintain accounts at financial institutions for the estate.
  • Prepare inheritance, estate, and income tax returns.
  • Prepare account upon distribution of assets disclosing the receipts and disbursements that occurred during the administration of the estate.
  • Prepare required documents in connection with the distribution to estate beneficiaries.
  • Maintain general contact with clients by mail, e-mail, and telephone.

Job Requirements for Estate Administration Paralegal:
  • A minimum of 2 years in the practice of estate administration, preferably with experience with Pennsylvania Estates.
  • Experience with ONESOURCE Trust and Estate Administration software or other estate administration software, such as Lackner.
  • Experience in estate administration preparing probate documents, tax documents, and accounts.
  • Ability to maintain a checkbook and to read statements from financial institutions.
  • Strong working knowledge of Microsoft Word, Excel, and Outlook is required.
  • Advanced knowledge of software applications including Adobe Acrobat Pro, NetDocs, and other web-based applications such as Smokeball., Centerbase, CLIO or Elite.
  • Ability to exercise discretion and maintain confidentiality of sensitive information.
  • Ability to accurately process a variety of tasks and high volumes of work in a fast-paced, dynamic environment.
  • The ability to work independently in a fast-paced team environment. 
  • Strong written and verbal communication skills are required.
  • Familiarity with legal terminology pertinent to the area of assignment. 
  • Notary Public commission preferred or willingness to obtain.

PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs in the central Pennsylvania (PA) area – Harrisburg, Camp Hill, Lemoyne, York, Lancaster, Carlisle, Chambersburg, Middletown, Leola, Shippensburg, Ephrata and Mechanicsburg, as well as northern Maryland (MD) - Hagerstown, Maugansville, Williamsport, Boonsboro, Smithsburg, and Hancock. We have openings for receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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