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Title : Estate Administration Paralegal

Location : Pennsylvania - Lancaster
Refer to Job # GIAT800891

Estate Administration Paralegal The candidate will prepare probate and administration documents for formal and informal proceedings. Prepare Federal estate tax and Pennsylvania Iinheritance Tax returns. Maintain financial records for use in Accounting and preparation of tax returns. Prepare Agreements for informal settlement of estates. Prepare asset transfer documents, such as deeds, asset assignments and documents for transfer of non-probate assets. Communicate with clients, financial planners and accountants. Establish close rapport with fiduciary and beneficiaries to ensure positive and cooperative working relationship during the course of the estate administration. Collect, analyze and organize decedent's financial records, including tax returns, inter-vivos trust agreements, gift tax returns and financial statements. Prepare Receipts and Releases in connection with distributions from an estate or trust. 2+ years of working in Estate Administration required. Working knowledge of Lackner 6-in-1 required. Excellent interpersonal, written and verbal communication skills required. Strong research and investigative skills required. Proficiency with computer programs including WordPerfect, Microsoft Office Suite, Excel and other software required. Experience with Amicus and PCLaw or similar law office management software required. The candidate should have 5+ years of experience in estate and trust settlement which includes utilizing Lackner 6-in-1.

Email: jobs@lawfirmstaff.com NO CALLS PLEASE

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