[Remote] Estate Planning & Administration Paralegal

Note: The job is a remote job and is open to candidates in USA. Sallen Law is a women-owned and led estate planning and administration firm, recognized for its excellence in probate law. They are seeking a highly organized and detail-oriented Estate Planning and Administration Paralegal to support the Managing Partner and ensure superior client service in a collaborative environment. Responsibilities • Support Managing Partner in drafting, proofreading, and finalizing estate planning documents • Prepare and file probate and estate administration documents throughout PA & NJ • Manage client billing, track time entries and schedule client meetings • Coordinate with vendors and financial institutions to quickly and accurately administer trusts and estates • Conduct client intake and host client meetings • Ensure clients have a clear understanding of applicable federal, state and local laws and expectations • Maintain organized client files in addition to preparing and filing deeds Skills • 4+ years of estate administration experience as a Paralegal • Has completed 15+ estate administrations from start to finish • Exceptional written and verbal communication skills, with meticulous grammar and proofreading • Proficiency with e-filing systems and PA/NJ inheritance tax returns • Strong understanding of fiduciary or income tax principles and related documentation • Maintains a strong record of meeting on average seven billable hours per day • A paralegal certification and/or Notary Public certification • Proficiency with LEAP, CLIO, WealthCounsel, or similar platforms • Experience coordinating with financial professionals and managing workflows • Strong project management skills and adherence to deadlines Education Requirements • An Associate or Bachelor's degree Benefits • 10 Days PTO plus 10 firm-observed holidays • Health insurance stipend • 3% matching 401k once eligible to participate • Potential quarterly performance bonuses • Professional development and mentorship opportunities Company Overview • Sallen Law is an estate planning law firm in Montgomery County that provides clients with step-by-step guidance through will writing, trust creation, guardianship delegation, tax planning, and other important matters that help you safeguard your and your family’s financial future. It was founded in 2011, and is headquartered in Merion Station, PA, US, with a workforce of 2-10 employees. Its website is http://www.sallenlawfirm.com. Apply tot his job Apply To this Job