Pile Law Firm Paralegal - Estates, Wills, Trusts, and Medicaid Blue Bell, PA · Full time

Estates, Wills, Trusts, and Medicaid Paralegal

Description

Location: Blue Bell, PA · Full time, In Office

Start: Immediately

Salary - Commensurate with experience


Who We Are

Pile Law Firm is a boutique estate planning and elder law firm serving clients in Pennsylvania

and New Jersey. We are a team of three dedicated attorneys and nine staff members. As part of our team, you'll soon discover that we don't just offer legal services; we build lasting

relationships with our clients, becoming a trusted partner for their entire family through all stages of life. Our "Whole Family, Whole Life" approach is central to our practice, reflecting our commitment to providing comprehensive legal support in estate planning, special needs

planning, business law, estate administration, long-term care planning, Medicaid planning, and guardianship.


What We Seek

We are seeking an experienced Full-Time Paralegal with Estates, Guardianship, Medicaid and Litigation experience. The ideal candidate will be highly skilled in managing high volume client cases, document drafting, and working collaboratively across departments. Clear and effective verbal and written communication with clients, attorneys, and other members of the team is an essential function of this role, as well as a comfortable grasp on modern legal technology and case management practices. Candidates with exceptional organizational skills, high level of attention to detail, and commitment to customer services are encouraged to apply.


What You’ll Do

  • Manage client cases from intake to file closing.
  • Draft deeds, trusts, wills, powers of attorney and health care directives.
  • Draft Orphans’ Court petitions, decrees and forms required for guardianships and estate
  • administration.
  • Prepare probate petitions, Inventories and Administration Accounts
  • Assist with sale and transfer of assets, including real estate
  • Prepare various probate filings and prepare attorney for court proceedings
  • Schedule and manage court filings in timely manner
  • Maintain and balance Estate & Trust checkbooks
  • Prepare Receipts and Releases in connection with distributions from an estate or trust
  • Provide reporting and present relevant case data as requested.
  • Respond to client written and verbal correspondence in a timely and professional manner,
  • ensuring their requests or disputes are resolved satisfactorily.


Required Qualifications

  • Minimum of three (3) years of experience in a paralegal role
  • At least one year of experience in Estate Planning, Administration, Guardianship, or Medicaid planning work
  • estate planning, administration, and medicaid work.
  • Proficiency with legal software and systems such as Lackner, Lawmatics, MyCase, or
  • similar
  • Experience with meeting and exceeding billable hour requirements and other role specific goals
  • Proficiency in Google Workspace (Docs, Sheets, Google Mail, Google Calendar),
  • Internet research skills, document management systems, attorney time entry software.
  • Excellent communication skills both verbal and written.
  • Meticulous attention to detail and organizational skills.
  • Strong research and report-generating skills
  • Highly developed time management, organizational and prioritization skills with the
  • ability to multitask
  • Ability to operate office equipment and software
  • Ability to work independently as well as on a team
  • Minimal travel required


Preferred Qualifications

  • Certificate, Associates, and/or Bachelors degree in Paralegal Studies
  • Experience preparing inheritance and fiduciary tax returns is a plus


What’s In It For You?

  • Competitive salary with bonus potential
  • Generous paid time off policies
  • Excellent medical, dental, vision benefits
  • 401k program with matching
  • Annual professional development stipend
  • A wonderful team of dedicated peers
  • And so much more…


Our Company Culture

Our Pile Law Firm culture is built on inclusivity, diversity, and open feedback. We foster a vibrant community where unwavering integrity and profound respect guide every interaction. Through regular team-building activities, celebrating milestones, and promoting work-life balance, we strengthen team cohesion and enhance employee engagement. Our commitment to continuous learning and recognition of outstanding performance ensures that every team member thrives. Join us in shaping the future of law with passion and purpose.


Join our team at Pile Law Firm and be part of a dedicated group committed to providing

exceptional legal services while ensuring the best outcomes for our clients. If you're ready to take on a pivotal role in managing cases and advocating for clients'; interests, we'd love to hear from you.


Pile 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.


Please do not contact our office directly concerning this position. Applications will only be

accepted via the link provided above.