Estate/Trust Administration Paralegal

Bellomo & Associates

Estate/Trust Administration Paralegal – York, PA
Join our mission-driven team dedicated to helping families

Bellomo & Associates, a mission-driven elder law and estate planning firm in York, PA, is growing and looking for a dedicated professional to join our team. We are seeking an Estate/Trust Administration Paralegal with a passion for helping families navigate life’s most important transitions.

This role is ideal for someone who is detail-oriented, client-focused, and experienced in the Pennsylvania probate and trust administration process. We offer the flexibility of working remote while being part of a supportive and collaborative team.

Key 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

Required Skills and Qualifications:

· Required Minimum 7 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

· Bachelor's degree preferred but not required.

· 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.

Job Type: Full-time

Pay: $24.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Work from home

Application Question(s):

• Required - Do you have experience with Lackner 6-in-1 Probate & Trust Administration software?

Experience:

• Estate/Trust Administration: 5 years (Required)

Work Location: Remote