Estate & Trust Paralegal

This position supports attorneys in the Estates Practice group to effectively handle client matters. Responsibilities include assisting attorneys in the preparation of estate and trust documentation, including but not limited to estate, inheritance and income tax returns, Accountings, Receipt and Release Agreements and related estate and trust documents required in estate and trust administration;

Location Montgomery County

Seeking an experienced paralegal to join our sophisticated Estates and Trusts boutique practice. The applicant should have at least 6 years' experience and be qualified to coordinate estate administration matters independently, including preparation for probate and attendance at probate with clients, valuation of assets, preparation of Form 706 federal estate tax returns and PA inheritance tax returns, fiduciary accountings, audit papers, and receipt and release agreements. Experience in Form 709 federal gift tax return preparation is a plus.

Please don’t apply if you don’t have estate administration experience.

A college degree and a paralegal certificate preferred. Familiarity with the following programs will be helpful: Word, Excel, Lackner 6-in-1 Systems, and EstateVal. Pleasant and collegial work environment along with competitive salary commensurate with experience$70k-95,000, maybe more for the right person with experience

Please contact Joyce Feinstein 267 710-6727