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Paralegal – Montrose, PA

Job Summary:

  • Prepare, reviews and interpret estate planning documents, i.e. Wills, Trusts, etc., to effectively determine the course of action required to administer estates and trusts.
  • Accurately prepares court forms for estate and trust administration, guardianships, etc.
  • Prepares correspondence, accountings, estate and income tax returns, asset transfer documents.

Other Duties and Responsibilities:

  • 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.
  • Takes client intake 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 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.

Qualifications, Knowledge, and Skills:

  • Extensive knowledge of estate planning, trusts and estates law.
  • Knowledge of legal principles and practices acquired through formal paralegal training.
  • Ability to read and interpret statutes and case law.
  • Organize, prioritize and complete numerous tasks under strict 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.
  • General knowledge of real estate law, social services law, litigation and tax law.

Education and/or Experience:

  • 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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