Bellomo & Associates
Estate/Trust Administration Paralegal – York, PA
Join our mission-driven team dedicated to helping families
Bellomo & Associates, a mission-driven elder law and estate planning firm in York, PA, is growing and looking for a dedicated professional to join our team. We are seeking an Estate/Trust Administration Paralegal with a passion for helping families navigate life’s most important transitions.
This role is ideal for someone who is detail-oriented, client-focused, and experienced in the Pennsylvania probate and trust administration process. We offer the flexibility of working remote while being part of a supportive and collaborative team.
Key Responsibilities:
- Guide clients compassionately through the probate and trust administration process
- Prepare and file Pennsylvania Inheritance Tax Returns (REV-1500) and Federal Fiduciary Income Tax Returns (1041)
- Collect and organize financial documentation related to estate assets, liabilities, and distributions
- Maintain accurate probate records, accountings, and estate bank statements
- Draft estate inventories, disclaimers, receipts and releases, and other court documents
- Ensure timely filing for three-month inheritance tax discount and closing procedures
- Communicate with clients, financial institutions, and beneficiaries to facilitate information flow and task completion
Required Skills and Qualifications:
- Required Minimum 7 years of experience in Pennsylvania estate and trust administration
- Required Proficiency with Lackner 6-in-1 Probate & Trust Administration software
- Strong working knowledge of PA Inheritance Tax, Federal Estate Tax, and Fiduciary Income Tax
- Exceptional written and verbal communication skills
- Ability to manage multiple deadlines with accuracy and empathy
- Experience working in a legal case management system and Microsoft Office Suite
- Bachelor's degree preferred but not required.
- Strong commitment to the mission of the firm
- Ability to work both independently and as part of a collaborative, fast-paced team.
- High emotional intelligence and empathy for working with clients and families during sensitive times.
- Strong organizational and time-management skills with attention to detail.
Job Type: Full-time
Pay: $24.00 - $26.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Professional development assistance
- Work from home
Application Question(s):
- Required - Do you have experience with Lackner 6-in-1 Probate & Trust Administration software?
Experience:
- Estate/Trust Administration: 5 years (Required)
Work Location: Remote
