Estate Administration Paralegal

Special Counsel's valued client in Wexford is looking for an estate administration paralegal.  This posiiton will offer blended in office and remote with free parking.  To hear more about this excellent law firm need please send your resume to Pittsburgh@SpecialCounsel.com or Mary.Welsh@SpecialCounsel.com 

Job Description: 

  • Prepare documents to file with the court to initiate an estate administration or guardianship
  • Monitor and maintain the estate administration, trust administration and guardianship files
  • Review estate planning documents, including the Will and Trust documents, and special trusts
  • Prepare documents relating to the trust administration, including Acceptances of Trustees, Resignations/Declinations of Trustees, etc.
  • Interact with clients, beneficiaries and family members
  • Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
  • Gather information regarding the assets and debts of an estate and/or trust o Transfer assets to beneficiaries, including the preparation of deeds, transfer of vehicles, brokerage accounts or distributions in cash,
  • Responsible for preparation of tax returns required for an estate and trust administration (i.e. estate tax returns, incomes tax returns, gift tax returns) and coordinate with Senior Fiduciary Accountant for the preparation of the tax returns 
  • Understanding of Lackner is important
  • Skills:

  • Detial oriented with excellent communication skills
  • Ability to work independently
  • Ability to work with numbers and tax documents
  • Ability to prioritize
  • To hear more please send your resume to Pittsburgh@SpecialCounsel.com  



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