Estate Planning, Estate Administration Paralegal
Atticus Lawyer Coaching
full-time
Posted on:
Location Type: Hybrid
Location: Johnstown • Pennsylvania • United States
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Salary
💰 $60,000 per year
About the role
- Participate in client meetings and assist with discussions around estate plans and administration matters
- Communicate directly with clients, answering questions and providing updates on case status
- Serve as a trusted point of contact and help guide clients through processes
- Assist in drafting and reviewing estate planning documents
- Prepare and organize client information for plan design and execution
- Ensure accuracy and completeness of documents prior to signing
- Manage administration matters from intake through closing
- Work with executors, trustees, beneficiaries, and financial institutions
- Draft documents using estate planning and administration software
- Maintain organized and accurate client files
- Utilize systems such as Microsoft 365, CosmoLex, and Lawmatics
Requirements
- 3–5 years of experience in estate planning and estate and trust administration
- Experience drafting estate planning documents and administration filings
- Strong understanding of Pennsylvania estate and probate processes
- Ability to confidently participate in client conversations and support meetings
- Highly organized with strong attention to detail
- Proficiency with legal software and Microsoft Office
- Paralegal certificate, relevant education, or equivalent experience preferred
Benefits
- Salary range: $60,000, commensurate with experience
- Monthly KPI performance-based bonus opportunities
- 401(k) with employer match and potential profit sharing
- Medical benefits, 50% employer paid
- 3 weeks PTO plus paid holidays
- Ongoing training, CLEs, and professional development support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
drafting estate planning documentsestate and trust administrationadministration filingsPennsylvania estate processesprobate processeslegal software proficiencyattention to detailclient information organizationdocument accuracycase management
Soft Skills
client communicationclient supportorganizational skillstrustworthinessprocess guidancemeeting participationdetail-orientedproblem-solvinginterpersonal skillstime management
Certifications
paralegal certificaterelevant education