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Years of Experience
Estates and Trusts Paralegal The candidate should preferably have Bachelorâ€™s degree. Should have 5+ years of experience in estates and trusts paralegal work. Must preferably be personable and possess excellent multitasking and organizational skills. Must have experience with tax return preparation including individual income tax, fiduciary income tax, estate tax, inheritance tax and gift tax. Excellent communication and organization skills needed. Solid understanding of Pennsylvania estate and trust law essential. Knowledge of Probate Process and Probate Code needed. Knowledge of basic Orphanâ€™s Court rules and procedures essential. Strong research skills and knowledge of legal databases (eg. Westlaw, LexisNexis) needed. Working knowledge of Microsoft Office Suite with an emphasis on Excel and Word essential. Experience with estate and trust administration software (Lackner knowledge is a plus) needed. Experience with tax preparation software essential.
Company infoDanielle Mundekis