Estates & Trusts Paralegal
On-site · Pittsburgh, Pennsylvania, United States
Job Summary
Perform high-quality billable work and manage estate and trust administration, including meeting with clients, beneficiaries, banks, insurers, appraisers, and court personnel. Draft probate pleadings and other documents for estate administration, verify and value estate assets, coordinate asset transfer and settlement liabilities, and prepare fiduciary tax returns filed with authorities. Participate in guardianships and trusts administration, including inventories and accountings, and file life insurance or death benefit claims.
Required Qualifications
- At least three years of probate and tax experience
- Highly skilled, detail oriented, flexible, and have the ability to prioritize a busy workload
- Excellent interpersonal and organizational skills are required
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