Estate Planning Assistant

2 weeks ago


Pittsburgh, Pennsylvania, United States Sykes Elder Law Full time

We are seeking a detail-oriented and organized paralegal to assist with estate planning, client communication, and trust administration.


Key Responsibilities:

  • Prepare and review estate planning documents, ensuring accuracy and compliance with regulations
  • Meet with clients to discuss estate plans and provide guidance on trust administration
  • Assist with the re-titling of assets into trusts, ensuring seamless transitions
  • Supervise support staff, providing guidance and feedback to ensure high-quality work
  • Effectively manage cases through the drafting and funding process, identifying areas for improvement
  • Collaborate with the team to develop and implement improved processes for client service and automation

Requirements:

  • Paralegal certificate or equivalent experience
  • Excellent verbal and written communication skills
  • Attention to detail and organizational skills
  • Problem-solving ability and technological savvy
  • Commitment to delivering exceptional client service

Compensation:

$25 - $40 hourly

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