Estate Administration Paralegal
DeBernardo, Antoniono, McCabe & Davis, P.C. is seeking an experienced Estate Administration Paralegal to join our Trusts & Estates practice in Greensburg, Pennsylvania.
This is a substantive, client-facing role focused on managing the legal process of administering a deceased person’s estate and ensuring compliance throughout probate and related tax matters. The ideal candidate will be able to support attorneys, executors, administrators, and beneficiaries by maintaining accurate records, tracking deadlines, preparing filings, and coordinating the orderly administration and distribution of estate assets.
Key Responsibilities
· Facilitate probate administration by preparing and filing court documents, identifying heirs, communicating with beneficiaries, and gathering financial records.
· Serve as a liaison between attorneys, executors, administrators, beneficiaries, financial institutions, and other parties to ensure accurate and timely communication.
· Monitor statutory deadlines, procedural requirements, inheritance tax deadlines, and probate court rules across various counties.
· Prepare and assist with federal and state individual, fiduciary income, gift, estate, and inheritance tax returns, including payment tracking and supporting documentation.
· Maintain accurate estate records, receipts, matter files, correspondence, accountings, ledgers, and billable time records.
· Balance financial records, prepare estate accountings, and coordinate asset handling, liquidation, distribution, and funding transfers.
· Prepare family settlement agreements, petitions, receipts and releases, and other estate administration or court-related documents.
· Collaborate with attorneys and staff to streamline the probate process while maintaining accuracy, organization, and compliance.
Qualifications and Skills
· Experience in trusts and estates with a law firm, accounting firm, or bank trust department preferred.
· Prior experience with probate administration and preparation of state and federal fiduciary income and death tax returns.
· Bachelor’s degree or equivalent relevant work experience; paralegal certificate is a plus.
· Proficiency with Windows-based software and Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
· Experience with Lackner 6-in-1 Estate and Trust Administration software is strongly preferred.
· Comfort with accounting, balancing, mathematics, reconciliations, and accurate financial recordkeeping.
· Familiarity with document management systems and organized electronic and physical file maintenance.
· Strong communication skills, attention to detail, accuracy, teamwork, discretion, and client-service judgment.
· Knowledge of wills, trust agreements, estate-related tax matters, and estate-related real estate issues is helpful.
Compensation
· Salary is open and will be commensurate with the candidate’s experience, qualifications, and demonstrated knowledge of estate administration.
· Medical insurance coverage is available to eligible employees, if needed, and may begin as of the employee’s start date.
· Employees working in the Greensburg office are eligible for firm-paid parking.
How to Apply
Submit a resume and brief cover letter describing your estate administration experience, including probate administration, fiduciary or death tax return experience, and any estate administration software you have used by email to [email protected].
Pay: From $40,000.00 per year
Benefits:
- Dental insurance
- Free parking
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
