Law Firm

Erie, PA, United States

Legal Staff Paralegal in Erie, PA

Legal Staff

Min 5 yrs required

No

## Estate Planning Paralegal

**** is a law firm seeking a full-time employee to perform a variety of paralegal and administrative duties related to estate planning. The successful candidate will be responsible for all aspects of a client’s estate plan, as assigned by the attorney.

### Qualifications

* Bachelor's degree in Accounting, Economics, or another related field, or an IRS Enrolled Agent (EA) Designation
* At least five years of progressively responsible experience in estate work, finance, or accounting
* Computer skills, particularly in intermediate excel (basic formulas)
* Excellent customer service attitude and the ability to communicate effectively with clients, either by phone or in person
* Ability to work at least 37 ½ hours per week to perform the essential duties of the position
* High level of organization
* Quick learner

### Essential Duties and Responsibilities

* Prepare personal financial statements, flow charts, diagrams and other support documents for estate planning based on individual tax returns, asset lists, and other documentation
* Review draft estate planning documents for accuracy
* Assist clients with beneficiary changes and titling of assets to best coordinate with estate plan
* Communicate effectively with other paralegals, clients, third parties (. accountants, insurance brokers), attorneys, and support staff
* Monitor progress of assignments and bring conflicts to the attention of the responsible attorney
* Utilize computer and appropriate software to perform tasks in an efficient manner and according to Knox Best Practices
* Participate in training programs to learn and incorporate new computer skills and operational methods to meet prevailing Knox Best Practices

### Salary

This position offers a competitive salary and benefits package.

Qualified candidates may submit a resume and cover letter to Tara Mobley. **** is an equal opportunity employer. We do not discriminate on the basis of race, color, genetics, national origin, ancestry, religion, creed, gender identity, gender expression, marital status, familial status, sexual orientation, citizenship status, veteran status, political affiliation, age, disability, or any other characteristic protected by law, or because of an individual’s engaging in legally protected activities.

Legal