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”