Paralegal – Probate

Purcell Flanagan Hay & Greene, P.A. is seeking a full time probate paralegal.

Responsibilities include:

  • Assisting with all phases of estate and trust administration
  • Prepare pleadings to file with the court to initiate an estate proceeding and for ongoing estate administration
  • Monitor and maintain the estate administration and trust administration
  • Monitor the estate and trust accounts, including the payment of monthly expenses for an estate or trust
  • Gather information regarding the assets and debts of an estate and/or trust
  • Marshalling and transfer of assets
  • Gather information needed for preparation of tax returns required for an estate and trust administration and initial preparation of related tax returns
  • Preparation of estate/trust accountings
  • eFiling of documents in various counties
  • Obtains work assignments from attorneys in their office or assigned department
  • Conducts investigations, engages legal research, develops pleadings, prepares correspondence or documents for attorneys review
  • Contacts court administration and regulatory bodies as needed to fulfill job assignment
  • Maintains annual billable hours as set by the Firm
  • Performs other duties, projects and assignments as needed to support the Firm
  • Must be an independent, proactive, organized and diligent worker and able to work with minimal direction
  • Must be able to respond quickly and positively to shifting demands and opportunities
  • Must be able to multi-task and handle voluminous workflow, work under tight deadlines, balance multiple, detailed tasks simultaneously and prioritize appropriately
  • Must be able to create positive working relationships and effectively communicate with all parties in the transaction
  • Must demonstrate strong analytical and problem-solving skills
  • Must possess excellent writing and verbal skills
  • Must be detailed oriented and be able to prioritize daily tasks and responsibilities
  • Experience with tax and estate administration software programs a plus
  • Minimum of 2 years of trust and estate related experience, including a background in trusts and estates and probate, with a law firm or in-house legal department (required)
  • Minimum of 2 years of college, Paralegal Certificate or equivalent work experience (preferred)
  • Excellent computer skills required specifically Microsoft Office and Adobe. WorldDox and Practice Master experience is a plus.

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

How to Apply:

  1. Please send your cover letter and resume as a PDF to ssnyder@pfhglaw.com
  2. Please include as the subject line the position to which you are applying and your name: e.g., “Paralegal – John Jones”

Hiring