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Location : - Pennsylvania
Refer to Job # TRJG858621
Estate Administration Paralegal The candidate will set up client files and matters in MyCase. Obtain required client information and save in MyCase. Help prepare basic letters and client correspondence. Draft and proofread estate administration documents. Meet with and/or follow up with clients in a timely manner and with the utmost level of professionalism. Proactively help manage and prepare for client appointments to assist attorneys. Manage Estate Administration calendar proactively utilizing MyCase to track deadlines. Prepare all documents related to EA cases (probate petitions, notices, advertising, certifications of notices, inventory, inheritance tax returns, and settlement agreements). Help prepare basic estate planning documents. Interact with clients via telephone, email /messaging, and in person to gather information. Embrace a mindset that clients are grieving, and we are providing assistance during a difficult time. Proactively participate in a weekly meeting with the attorney where you have prepared an agenda ahead of time. HS Diploma and/or Associate's degree with 3+ years of related experience is required.
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