Building Relationships on Results

PARALEGAL – Montrose, PA office


  • Prepare, review and interpret estate planning documents, i.e. Wills, Trusts, etc., to effectively determine the course of action required to administer estates and trusts.
  • Communicates effectively with clients, potential clients, internal and external attorneys and office personnel, court personnel, financial institutions, insurance companies, accountants, government agencies, etc. regarding legal matters to ensure that all matters of decedent’s estate are accurately and properly administered.
  • Accurately prepares court forms for estate and trust administration, guardianships, etc.
  • Prepares correspondence, accountings, estate and income tax returns, asset transfer documents.


  • Works independently and makes appropriate decisions within ethical legal parameters set by the firm to perform functions of a paralegal; understands disciplinary rules and ethical boundaries relative to the unauthorized practice of law.
  • Prepares estate, individual income and fiduciary income tax returns taking into account each individual’s income tax circumstances in a manner that minimizes the client’s tax liability.
  • Maintains a heavy caseload in an effective manner and assumes full responsibility of moving a file or case to conclusion with necessary supervision of the responsible attorney.
  • Monitors caseload, meets deadlines, and communicates effectively with attorneys regarding the file and any issues that may arise.
  • Identifies problems and recommends appropriate solutions.
  • Demonstrates ability to intake client information and conducts thorough investigation to gather complete information, documentation and facts necessary to complete the administration of estates and trusts.
  • Performs legal research.
  • Prepares documents for Guardianship proceedings to include guardianship appointments and termination, prepares and files Guardianship Annual Reports as required to be filed with the Court.


  • Strong work-ethic and workplace attitude essential
  • Knowledge of legal principles and practices acquired through past paralegal training.
  • Ability to read and interpret statutes relative to estate administration.
  • Organize, prioritize and complete numerous tasks under time constraints.
  • Ability to multi-task, concentrate and pay close attention to detail.
  • Must possess a strong mathematical background to perform complex computations and have knowledge of detailed accounting principles.
  • Must possess excellent interpersonal, verbal and writing skills to communicate effectively and provide information with sensitivity, courtesy and tact.
  • Ability to learn and utilize a variety of software programs.
  • Ability to work independently and take ownership of files from commencement to conclusion.
  • Extensive knowledge of estate planning, trusts and estates law. Specific experience working on Pennsylvania Inheritance Tax Returns strongly preferred.
  • General knowledge of real estate law, litigation and tax law.


  • High School degree required; AAS degree preferred.
  • Minimum of two years’ experience private practice paralegal position.


  • Paralegal certification preferred
  • Notary Public license preferred

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