Paralegal - Estate Planning & Probate

Description

PA

Sechler Law Firm, LLC. is seeking a knowledgeable and detail-oriented Paralegal with 5-7 years of experience in estate planning, probate, and elder law to support our attorneys and provide exceptional service to our aging clients and their families. The ideal candidate will have a strong understanding of Pennsylvania probate procedures and estate planning documents, with a client-focused mindset and excellent organizational skills. Experience with Medicaid-related filings is a plus, but not required.

This role involves working closely with attorneys to prepare legal documents, manage both estate planning and estate administration cases, and ensure timely and accurate filings with courts and agencies.

Responsibilities

• Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under attorney supervision.
• Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance tax returns, and fiduciary accountings.
• Manage communication with clients, beneficiaries, financial institutions, and court personnel to facilitate smooth case progression.
• Maintain organized case files and track deadlines using the firm's legal case management system.
• Assist attorneys with educational presentations and community outreach , including event preparation, client materials, and logistics.
• Coordinate and track guardianship filings, court appointments, and follow-ups with clients and third parties.
• Ensure accuracy and compliance with Pennsylvania legal procedures and firm policies.

Qualifications