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Estate Administration Paralegal

2 months ago

New York, New York, United States Signature Staffing Full time
Job DescriptionSignature Staffing is seeking experienced Estate Paralegals to support our esteemed legal practice. This role offers a competitive salary range of $55k-$70k, a Monday to Friday schedule from 8:30 am to 5 pm, and an excellent benefits package in a supportive work environment focused on professional growth.

SUMMARY
The Estate Paralegal will collaborate closely with clients and attorneys within the Estate Planning and Administration Practice Group to manage Pennsylvania Estates from inception to conclusion.

FIRM EXPECTATIONS
  • Professional Integrity: Adhere to the firm's employment policies, ensuring confidentiality and honesty in all dealings.
  • Communication: Demonstrate effective listening skills and the ability to present complex information clearly and accurately.
  • Quality of Work and Customer Focus: Deliver high-quality, accurate work while maintaining a positive and solution-oriented approach.
  • Relationship Management and Inclusion: Build trust-based relationships and promote a diverse and inclusive workplace.
  • Teamwork: Foster a collaborative environment and support team objectives.
  • Initiative and Commitment to Task: Take ownership of responsibilities and be available to meet business needs as they arise.

PRIMARY DUTIES & RESPONSIBILITIES
  1. Draft documents for probate and facilitate initial client consultations.
  2. Assist personal representatives in valuing, collecting, and safeguarding estate assets, including transferring titles and managing financial accounts.
  3. Prepare inheritance, estate, and income tax returns.
  4. Compile account statements upon asset distribution, detailing receipts and disbursements during estate administration.
  5. Generate necessary documents for beneficiary distributions.
  6. Maintain regular communication with clients via mail, email, and phone.

MINIMUM QUALIFICATIONS
  1. At least 2 years of experience in estate administration, particularly with Pennsylvania Estates.
  2. Familiarity with ONESOURCE Trust and Estate Administration software or similar platforms.
  3. Proven experience in preparing probate documents, tax filings, and financial accounts.
  4. Ability to manage financial records and interpret statements from banks.
  5. Proficient in Microsoft Word, Excel, and Outlook.
  6. Advanced skills in software applications such as Adobe Acrobat Pro, NetDocs, and other relevant web-based tools.
  7. Capability to handle sensitive information with discretion.
  8. Strong organizational skills to manage a high volume of tasks in a dynamic setting.
  9. Excellent written and verbal communication abilities.
  10. Familiarity with legal terminology relevant to estate administration.
  11. Notary Public commission preferred or willingness to obtain.