Trusts & Estates Paralegal

McCausland Keen & Buckman, a mid-sized law firm located in the Philadelphia suburbs, seeks a highly skilled, knowledgeable and motivated full-time Paralegal to join the firms Trusts & Estates Group. This position supports attorneys in a busy practice providing estate planning and administration services to individuals and families. Responsibilities include: Probate, Estate and Trust Administration: Knowledge of the procedures for transferring and distributing trust and probate estates, the preparation and use of disclaimers, and the funding of sub-trusts. Preparation and filing of Federal estate tax returns, Pennsylvania inheritance tax returns and fiduciary income tax returns. Handle all aspects of opening probate proceedings from the appointment of a personal representative to the final distribution of an estate, including valuation of estate assets and the drafting of all court forms, including accountings, petitions and orders. Handle court filings.

Qualifications and Requirements: Bachelors Degree and/or Paralegal Certificate required A minimum of 5 years direct experience as a Trusts & Estates Paralegal Significant substantive knowledge of the procedures, terminology and documents relating to complex probate/estate planning matters Organizational and time management skills Proficiency in the use of Microsoft Office software (Word, Outlook, Excel); Faster, ProSystem FX tax and other software used by firms Trusts & Estates paralegals. Excellent analytical skills, both written and verbal Ability to work effectively within a team environment and work proactively. Ability to work under pressure in a fast-paced environment; ability to manage multiple tasks concurrently Ability to work under moderate supervision and exercise a high level of discretion and independent judgment Ability to interact professionally and cordially with clients

McCausland Keen & Buckman offers excellent benefits and salary commensurate with experience. Interested candidates should submit a cover letter, resume and salary requirements to: cgarcia@mkbattorneys.com. No phones calls or outside recruiters, please. EOE.