Bellomo & Associates, LLC · 1 day ago
Estate/Trust Administration Paralegal
United States
Full-time
Remote
Senior Level
5+ years expBellomo & Associates, a mission-driven elder law and estate planning firm in York, PA, is seeking an Estate Administration Paralegal with a passion for helping families navigate life’s most important transitions. The role involves guiding clients through the probate and trust administration process, preparing necessary tax returns, and maintaining accurate records.
Law Practice
Responsibilities
Guide clients compassionately through the probate and trust administration process
Prepare and file Pennsylvania Inheritance Tax Returns (REV-1500) and Federal Fiduciary Income Tax Returns (1041)
Collect and organize financial documentation related to estate assets, liabilities, and distributions
Maintain accurate probate records, accountings, and estate bank statements
Draft estate inventories, disclaimers, receipts and releases, and other court documents
Ensure timely filing for three-month inheritance tax discount and closing procedures
Communicate with clients, financial institutions, and beneficiaries to facilitate information flow and task completion
Qualification
Required
Required Minimum 5 years of experience in Pennsylvania estate and trust administration
Required Proficiency with Lackner 6-in-1 Probate & Trust Administration software
Strong working knowledge of PA Inheritance Tax, Federal Estate Tax, and Fiduciary Income Tax
Exceptional written and verbal communication skills
Ability to manage multiple deadlines with accuracy and empathy
Experience working in a legal case management system and Microsoft Office Suite
Strong commitment to the mission of the firm
Ability to work both independently and as part of a collaborative, fast-paced team
High emotional intelligence and empathy for working with clients and families during sensitive times
Strong organizational and time-management skills with attention to detail
Preferred
Bachelor's degree preferred but not required
Benefits
401k (match up to 4%, if you invest 5%)
Paid Holidays
Vacation/PTO
HRA $500/month for individual | $1000/mo for family
Flexible work schedule
Company
Bellomo & Associates, LLC
Our firm’s mission is to ensure that you and your family never needlessly, painfully suffer.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase