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Paralegal - Estate Planning & Probate
Paralegal - Estate Planning & ProbateSechler Law Firm • Warrendale, PA, US
Paralegal - Estate Planning & Probate

Paralegal - Estate Planning & Probate

Sechler Law Firm • Warrendale, PA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job 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 :

  • 5–7 years of relevant paralegal experience in estate planning, probate, or elder law.
  • Strong knowledge of Pennsylvania probate processes, Orphans’ Court procedures, and estate / inheritance tax requirements.
  • Familiarity with estate planning terminology and document types.
  • Excellent organizational skills and attention to detail.
  • Strong written and verbal communication skills, including professionalism in client interactions.
  • Proficiency with Microsoft Office Suite and legal case management software (e.g., Clio, PracticePanther, or similar).
  • Ability to manage multiple tasks efficiently in a fast-paced, client-focused environment.
  • Paralegal certificate or relevant legal education preferred, but not required with sufficient experience.

    • About Company

    At Sechler Law Firm, LLC, we believe clients work hard for their nest egg, and they should get to keep it. Our mission is to help great families make great plans. Our process first provides clients with the education necessary to make informed decisions with regard to their planning. Then we put the proper documents and legal framework in place to respond to life’s unfortunate changes.

    Our Estate Planning law office is headquartered in Warrendale, PA. From this office, we happily serve the residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and the surrounding communities. As one of the region’s only Certified Elder Law Attorneys, Tim Sechler and his team often assist families from across Western Pennsylvania.

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    Paralegal - Estate Planning & Probate • Warrendale, PA, US