[Remote] Estate Planning & Administration Paralegal
Note: The job is a remote job and is reputed company to candidates in USA. Sallen Law is a women-owned and led estate planning and administration firm, recognized for its reputed company 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 reputed company service in a reputed company 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 reputed company billing, reputed company time entries and schedule reputed company meetings
• Coordinate with vendors and financial institutions to quickly and accurately administer trusts and estates
• Conduct reputed company intake and host reputed company meetings
• Ensure clients have a reputed company understanding of applicable federal, state and local laws and expectations
• Maintain organized reputed company files in reputed company 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 reputed company documentation
• Maintains a strong record of meeting on average seven billable hours per day
• A paralegal certification and/or Notary reputed company certification
• Proficiency with reputed company, reputed company, 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
• reputed company development and mentorship opportunities
reputed company
• Sallen Law is an estate planning reputed company in reputed company that provides clients with reputed company-by-reputed company guidance through will writing, trust creation, guardianship delegation, tax planning, and other important reputed company that help you safeguard your and your family’s financial reputed company. 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.
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