Experienced Estate Administration Paralegal

Job Description

Job Description

We are seeking an experienced Estate Administration Paralegal to assist attorneys with all aspects of trust and estate administration, including preparation of federal estate and gift tax returns.

This is a non-exempt, full-time, on-site position with a regular schedule of Monday-Friday, 8 : 30 am-5 pm, with one hour for lunch, with flexibility possible for the specific schedule.

Daily responsibilities include, but are not limited to :

• Organizing and analyzing asset information for estates;
• Preparation of inventories, accountings and asset transfer documents;
• Preparation of probate documents and tax filings for large estates (including, IRS Form 706);
• Creating and maintaining client files;
• Assisting attorneys with the initial attorney-client meetings and gaining an understanding of the client's estate administration needs;
• Meeting with clients, trustees and family members and communicating with beneficiaries;
• Providing administrative support to the section attorneys as needed;
• Performing other job duties as assigned and assisting attorneys where needed.

Requirements :

Candidates should possess excellent drafting / writing skills, strong technology skills, ability to multi task and meet deadlines, and superior attention to detail.

• College degree and 10+ years of estate administration required.
• Proficiency with federal estate tax return preparation for the large estates (IRS Form 706) required;
• Demonstrated drafting / writing skills and ability to communicate clearly and effectively in writing and verbally;
• Strong technology skills;
• Proven ability to multi task and meet deadlines; to work as part of a team, as well as independently;
• Superior attention to detail; organization skills; flexibility and dependability

You will find a beautiful facility in the heart of Rodney Square; and a dynamic and friendly professional environment with exceptional opportunities for training, experience and growth.

We offer competitive compensation commensurate with skill level and experience; excellent comprehensive benefits package, including immediate coverage under our medical, dental & vision plans, parking / commuting allowance, 401K plan and generous paid time off.