Job Description
Description
Ayres Presser Elder Law is seeking an experienced Estate Planning and Estate Administration Paralegal to join their team. This role emphasizes careful legal work, compassionate client communication, and efficient matter management. The ideal candidate will bring experience in Pennsylvania estate planning and administration, helping clients navigate important family and financial decisions while serving as a trusted point of contact throughout the process.
Company Culture and Environment
The firm values collaboration and client-centered service, prioritizing clear guidance and personal care in its approach to estate planning and elder law. Team members are dedicated to providing thoughtful solutions while maintaining a supportive work environment.
Career Growth and Development Opportunities
This position offers significant autonomy, meaningful responsibility, and opportunities for ongoing training, Continuing Legal Education (CLEs), and professional development support.
Detailed Benefits and Perks
- Monthly KPI performance-based bonus opportunities
- 401(k) with employer match and potential profit sharing
- Medical benefits with 50% employer paid
- 3 weeks of PTO plus paid holidays
- Hybrid flexibility with remote options for highly qualified candidates
Compensation and Benefits
- Starting base salary of $60,000, commensurate with experience
- Flexible working arrangements, including hybrid work options
Why you should apply for this position today
This position provides the chance to engage in meaningful client interaction and contribute to important legal processes. Your expertise will be valued, and you will be part of a team that genuinely cares about the well-being of its clients.
Skills
- 3 to 5 years of current experience in Pennsylvania estate planning and estate administration
- Experience drafting estate planning documents
- Strong understanding of Pennsylvania estate and probate processes
- Excellent communication skills, both professional and compassionate
- Strong organization, follow-through, and attention to detail
- Comfort using legal software, Microsoft Office, and cloud-based systems
Responsibilities
- Participate in client meetings and assist with discussions on estate planning and administration matters
- Communicate directly with clients, providing updates and gathering information
- Serve as a reliable point of contact for clients, executors, and trustees
- Assist with drafting and reviewing estate planning documents
- Support estate and trust administration matters from intake to completion
- Draft and organize documents using estate planning software
- Maintain accurate client files and matter records
Qualifications
- Paralegal certificate, relevant education, or equivalent experience preferred
- A steady, client-centered professional who enjoys being trusted with meaningful responsibility
Education Requirements
- No specific degree requirement mentioned; relevant education or paralegal certificate preferred.
Education Requirements Credential Category
- Paralegal certificate or equivalent experience preferred.
Experience Requirements
- 3 to 5 years of current experience in Pennsylvania estate planning, estate administration, probate, or trust administration
Why work in Johnstown, PA
Johnstown offers a blend of small-town charm and access to outdoor recreational activities, making it an appealing place for professionals seeking a balanced lifestyle. The community is supportive and welcoming, enhancing both personal and professional experiences.
Employment Type: Full-Time
Salary: $60000.00 Per Year
Education Level: High school diploma or equivalent
Experience: • 3 to 5 years of current experience in Pennsylvania estate planning, estate administration, probate, or trust administration
• Experience drafting estate planning documents and supporting estate or trust administration matters
• Strong understanding of Pennsylvania estate and probate processes
Qualifications: • Paralegal certificate, relevant education, or equivalent experience preferred
Skills: • Confidence communicating with clients in a professional, compassionate, and clear manner
• Strong organization, follow-through, and attention to detail
• Ability to manage multiple matters and deadlines with accuracy
• Comfort using legal software, Microsoft Office, and cloud-based systems
• A steady, client-centered professional who enjoys being trusted with meaningful responsibility
Responsibilities: Client Communication and Matter Support
• Participate in client meetings and assist with discussions involving estate planning and administration matters
• Communicate directly with clients, providing updates, gathering information, and helping matters move forward
• Serve as a reliable point of contact for clients, executors, trustees, beneficiaries, and related professionals
• Help clients feel informed, respected, and supported during important legal and family transitions
Estate Planning Support
• Assist with drafting and reviewing estate planning documents
• Prepare and organize client information for plan design, attorney review, and execution
• Review documents for accuracy, completeness, and consistency before signing
• Support the attorney with client meeting preparation, follow-up, and document finalization
Estate and Trust Administration
• Support estate and trust administration matters from intake through completion
• Assist with probate and administration filings, correspondence, asset information, beneficiary communication, and related documentation
• Work with executors, trustees, beneficiaries, financial institutions, and other professionals
• Help track deadlines, required documents, and next steps to keep matters organized and moving
Document Drafting, Systems, and Workflow
• Draft and organize documents using estate planning and administration software
• Maintain accurate client files and matter records
• Use Microsoft 365, CosmoLex, Lawmatics, and related systems to support workflow and communication
• Contribute to process improvements that support accuracy, efficiency, and client service