Estate/Trust Administration Paralegal
Teksky•York, PA
•Remote
About The Position
Seeking an experienced Estate & Trust Administration Paralegal who can work independently and confidently handle Pennsylvania-specific estate matters in a remote environment.
Requirements
- Proven experience in PA Estate & Trust Administration
- Strong working knowledge of PA Inheritance Tax Returns and Fiduciary Returns
- Hands-on experience with Lackner 6-in-1 software
- Paralegal certification or equivalent hands-on experience
- Ability to work independently with minimal supervision
- Strong organization, attention to detail, and communication skills
Responsibilities
- Manage Pennsylvania Estate and Trust Administration matters from start to finish
- Prepare and file PA Inheritance Tax Returns
- Prepare Fiduciary Tax Returns (Form 1041)
- Utilize Lackner 6-in-1 Probate & Trust Administration software
- Assist attorneys with drafting and reviewing estate, trust, and probate documents
- Review client financials and identify potential tax liabilities
- Communicate directly with clients, financial institutions, and government agencies
- Maintain organized, accurate case files and documentation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
