Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralegal to join our team in Grove City, Pennsylvania. In this role, you will manage estate administration and tax matters while providing exceptional support to clients. The ideal candidate thrives in a client-focused, relaxed work environment and is capable of handling multiple cases independently.

Responsibilities:

• Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages.
• Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks.
• Support estate planning and succession planning by maintaining thorough documentation and compliance standards.
• Coordinate residential and commercial real estate transactions associated with estate matters.
• Build and maintain strong client relationships by providing clear communication and updates throughout each process.
• Work onsite five days a week to collaborate with team members and provide a consistent presence.
• Utilize the Lackner System or similar estate management software efficiently for case tracking and administration.