Estate Administration Paralegal

About Us

The CGA Law Firm is a well-established and trusted Regional Law Firm with its main office located in York, Pennsylvania.

CGA has a growing practice serving clients of all sizes. We’re known for being detail-oriented, responsive, and client-first. We’re looking for reliable and experienced estate administration paralegal to join our growing firm and support our attorneys in providing outstanding client service. As a estate administration paralegal you will work closely with attorneys, clients, executors, administrators, trustees, beneficiaries, financial institutions, accountants, and other professionals to facilitate the efficient and accurate administration of estates and trusts. The ideal candidate is highly organized, proactive, and able to manage multiple priorities in a fast-paced legal environment.

What You’ll Do

• Assist attorneys with the administration of probate and nonprobate estates from the initial engagement through final distribution and closing.
• Communicate professionally and compassionately with clients, executors, administrators, trustees, beneficiaries, and other interested parties.
• Gather and organize information regarding estate assets, liabilities, beneficiaries, and financial accounts.
• Assist with preparation and filing of probate and estate administration documents.
• Prepare correspondence, notices, inventories, accountings, petitions, affidavits, releases, receipts, and other estaterelated documents.
• Obtain and review financial account statements, real estate information, insurance information, business interests, and other estate assets.
• Coordinate with financial institutions, investment advisors, insurance companies, taxing authorities, accountants, appraisers, and other third parties.
• Assist with identifying, valuing, and transferring estate assets.
• Assist attorneys with federal and state estate and inheritance tax matters, including gathering supporting documentation and tracking filing deadlines.
• Assist with preparation and review of fiduciary accountings.
• Coordinate creditor claims and payment of estate expenses.
• Assist with real estate transfers and sales associated with estate administration.
• Prepare documentation for beneficiary distributions and obtain appropriate receipts, releases, and acknowledgments.
• Monitor deadlines and maintain accurate calendars for probate, tax, creditor, and other estate administration requirements.
• Conduct legal and factual research using various online and traditional resources.
• Manage case files and maintain accurate electronic and physical records.
• Schedule meetings, probates, and appointments.
• Prepare attorneys for hearings and client meetings.
• Maintain confidentiality of client and firm information.

What We’re Looking For

• 2 years or more of experience as a paralegal, preferably in estate administration, probate, trusts, or related practice
• Strong understanding of estate and probate administration procedures
• Excellent attention to detail and time management
• Comfortable juggling multiple client matters at once
• Strong organizational and document management skills
• Proficiency with Microsoft Office and legal case management software
• Professional communication skills
• Paralegal certificate or relevant legal experience is preferred but not required

Nice-to-Haves

• Experience with Filevine
• Experience with Lackner
• Prior work in a law firm or inhouse legal department
• Experience with Pennsylvania probate and estate administration
• Experience preparing or assisting with fiduciary accountings
• Experience with estate, inheritance, and fiduciary tax matters
• Experience working with Register of Wills and Orphans' Court matters

What We Offer

• Competitive pay
• Health, dental, and vision insurance
• Health savings account
• Life insurance
• Paid time off holidays
• 401(k)
• 401(k) employer contribution
• Employee assistance program
• Free parking
• Supportive team environment

About CGA Law Firm P C

The CGA Law Firm is a well-established and trusted Regional Law Firm with its main office located in York, Pennsylvania. We are a full-service law firm built on decades of experience, collaboration, and a commitment to client success. CGA has a growing legal practice serving individuals, municipal and business clients of all sizes. We’re known for being detail-oriented, responsive, and client-first. Come grow with us. Equal Opportunity Employer: CGA Law Firm provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.