Job Details

Estate Planning Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Date Last Verified

Oct 28, 2020

Valid Through

Feb 10, 2021

Posted on

Sep 28, 2020

Years of Experience

Min 5 yrs required

Location

Erie, PA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Estate Planning Paralegal
The candidate should have the general responsibility for all aspects of a client’s estate plan as assigned by an attorney. Shall prepare personal financial statements and flow charts of the estate plan, work with clients to change asset titles and beneficiary designations as their estate plan dictates, provide estate work support to other members of the firm, and provide estate tax advice to clients. Bachelor's degree in Accounting, Economics, or other related field or IRS Enrolled Agent (EA) Designation. At least five (5) years of progressively responsible experience in estate work, finance or accounting. Computer skills including the use of Windows based programs, specifically intermediate excel (basic formulas). Excellent customer service attitude and the ability to communicate effectively with clients, either by phone or in person. Able to work at least 37 ½ hours per week to perform the essential duties of the position.

Additional info

Send resume and cover letter.

Company info

Tara Mobley
Knox McLaughlin Gornall & Sennett, P.C.
120 West Tenth Street
Erie, PA 16501-1461

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