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Estate and Elderly Law Paralegal

  • Kozloff Stoudt PC
  • 11/24/21
  • Reading, PA
  • 19608
  • Full-Time
Kozloff Stoudt, a well-respected mid-sized law firm has an opportunity available for an experienced Estates and Trust Paralegal in their Wyomissing office. For more than 70 years, Kozloff Stoudt has represented clients in all aspects of law, but especially in delivering sophisticated and effective estate services. Our practice offers an experienced and motivated professional an opportunity to join a collegial and hard-working team.

Primary duties and responsibilities include:
Ability to be the primary professional for opening, administering and closing estates
Establish close rapport with lawyers, fiduciaries and beneficiaries to ensure positive and cooperative working relationship during the estate administration
Prepare probate and administration documents, including Petitions for Probate, statutory Notices, Inventories, Pennsylvania Inheritance Tax Returns and Federal Estate Tax Returns
Collect, analyze and organize decedents financial records, including tax returns, inter-vivos trust agreements, gift tax returns and financial statements
Maintain financial records for use in Accounting and preparation of tax returns. Communicate with financial planners and accountants
Prepare asset transfer documents, such as deeds and asset assignments
Prepare documents for transfer of non-probate assets
Prepare Accountings, Receipts and Releases in connection with distributions from an estate or trust

Required Experience, Knowledge, Skills and Abilities:
Estate Administration and on Lackner 6-in-1 (or comparable estate administration software)
Highly detailed, organized, and established multi-tasker
Ability to manage significant workflow assigned by multiple attorneys
Ability to work under deadlines and respond to competing and shifting priorities
Ability to keep clients on task to ensure deadlines are met
Excellent interpersonal, written and verbal communication skills
Strong work ethic and self-starter; ability to work independently and as part of a team
Ability to problem solve and utilize good judgment with strict confidentiality
Strong research and analytical skills
Positive and professional demeanor
Proficiency with computer programs including MS Outlook, MS Word and MS Excel

Benefits and Salary are commensurate with experience

Job Closed

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