Pile Law Firm Experienced Senior Elder Law Paralegal Blue Bell, PA · Full time Company website

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Job Title: Paralegal - Estates, Wills, Trusts, and Medicaid

Job Type: Full-Time, In-Office with Hybrid Option

Location: Blue Bell, PA 19422

Start Date: Immediately

Salary: Commensurate with experience

Who We Are

Pile Law Firm is a boutique estate planning and elder law practice serving clients in Pennsylvania and New Jersey. Our team of three attorneys and nine dedicated staff members prides itself on building lifelong relationships with our clients through our "Whole Family, Whole Life" approach. We provide comprehensive legal services in estate planning, special needs planning, business law, estate administration, long-term care planning, Medicaid planning, and guardianship. We work hard, play hard, and foster a culture of accountability and professional development.

What We Seek

We are looking for a highly experienced Paralegal with expertise in Estates, Wills, Trusts, and Medicaid who can independently manage cases from intake to completion. The ideal candidate will be completely self-sufficient in PA probate and estate administration, proficient in legal software like Lackner 6-in-1, MyCase, Google Workspace, WealthCounsel, and Lawmatics (preferred). A solid understanding of tax-related issues, court e-filing, and basic guardianship procedures is necessary. Familiarity with estate-related litigation is a plus. This role requires someone who thrives in a high-accountability, team-oriented environment, meets or exceeds billable hour goals, and is eager to grow in additional elder law practice areas.

Key Responsibilities

• Independently manage estates and probate cases, implementing attorney strategies from intake to closing.
• Draft and prepare deeds, trusts, wills, powers of attorney, health care directives, and Orphans’ Court petitions.
• Handle all aspects of PA probate and estate administration, including tax-related documents, asset transfers, and balancing estate/trust checkbooks.
• Schedule and manage court filings, arrange for couriers, and coordinate with vendors.
• E-file documents across all PA courts and stay current with court filing requirements.
• Provide basic support for guardianship cases, including court appointments and petition preparation.
• Respond to client communications promptly and professionally.
• Assist with litigation support and be willing to learn additional elder law practice areas like Medicaid planning and estate litigation.
• Collaborate on firm projects and participate actively in maintaining a positive and supportive office culture.

Required Qualifications

• Minimum of three (3) years of paralegal experience, with at least one year focused on Estate Planning, Estate Administration, Guardianship, or Medicaid planning.
• Proficiency with legal software: Lackner 6-in-1, MyCase, Google Workspace, and familiarity with Lawmatics and WealthCounsel is preferred.
• Experience meeting and exceeding billable hour requirements.
• Comprehensive understanding of PA probate, estate administration, and associated tax implications.
• Strong organizational skills, attention to detail, and ability to manage multiple cases effectively.
• Excellent written and verbal communication skills.
• Familiarity with e-filing processes in all PA courts.
• Ability to work independently and as part of a high-performing team.

Preferred Qualifications

• Certificate, Associate’s, or Bachelor’s degree in Paralegal Studies.
• Experience preparing inheritance and fiduciary tax returns is a significant advantage.
• Active PA Notary Certification

What’s In It For You?

• Hybrid Schedule: Eligible for a flexible hybrid work schedule after 90 days.
• Comprehensive Benefits Package:
• Health, Dental, and Vision Insurance
• 401(k) plan with employer matching
• Life Insurance
• Generous Paid Time Off (10-20 days based on years of service)
• At least 9 paid holidays
• A dedicated Culture Ambassador focused on employee wellness and engagement
• Annual professional development stipend
• A collaborative team culture that values both hard work and having fun