Trusts and Estates Paralegal Specialist

1 week ago


Montrose, Pennsylvania, United States Coughlin & Gerhart, LLP Full time
Job Summary

**Job Title:** Trusts and Estates Paralegal Specialist

**Job Type:** Full-time

**Company:** Coughlin & Gerhart, LLP

**Location:** Remote (with occasional on-site work)

**Job Category:** Legal

Job Description

We are seeking a highly skilled and experienced Trusts and Estates Paralegal Specialist to join our team. The successful candidate will provide administrative support to our attorneys and clients in the preparation, review, and interpretation of estate planning documents, as well as perform various tasks related to estate and trust administration.

Key Responsibilities:

  • Prepare and review estate planning documents, including wills, trusts, and powers of attorney.
  • Assist in the preparation of court forms and documents for estate and trust administration, guardianships, and other related matters.
  • Perform legal research and prepare documents for filing with the court.
  • Maintain accurate and up-to-date records and files related to client matters.
  • Communicate effectively with attorneys, clients, and other stakeholders regarding file status and progress.
  • Identify and recommend solutions to complex problems and issues.
  • Prepare and submit documents for Medicaid applications and Guardianship proceedings.

Requirements:

  • High school diploma required; Associate's degree or higher preferred.
  • Notary Public License highly desired.
  • Paralegal certificate or equivalent experience helpful.
  • At least one (1) year of experience in a related field, preferably in estate planning and administration.

Preferred Qualifications:

  • Knowledge of estate planning laws and regulations.
  • Excellent communication and organizational skills.
  • Ability to work independently and as part of a team.
  • Strong mathematical background and attention to detail.


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