Planning Paralegal

United States·Altoonamid

Legal & ComplianceParalegal

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Quick Summary

Overview

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal who is detail‑oriented, compassionate, and driven by meaningful client work.

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Legal & ComplianceParalegal

Steinbacher, Goodall & Yurchak is seeking a Planning Paralegal who is detail‑oriented, compassionate, and driven by meaningful client work. This position plays a vital role in supporting our estate planning and long‑term care planning practice by ensuring clients receive exceptional service and that legal work is completed accurately, efficiently, and with care.
The ideal candidate is proactive, highly organized, and committed to quality, integrity, and professionalism in everything they do.

Responsibilities

~1 min read

Assist clients with estate planning and long‑term care planning matters
Gather, organize, and compile client asset and personal information
Prepare client information summaries, asset listings, and funded asset lists
Perform trust funding tasks in accordance with firm policies and procedures
Update ownership and beneficiary designations and verify all changes are completed accurately
Attend client appointments and assist attorneys during signing meetings
Serve as a notary during document signing appointments

Conduct online and courthouse records research, including tax assessments, deeds, and gas leases
Record legal documents at county courthouses as required
Prepare, proofread, and manage correspondence and legal documents

Organize and maintain hard‑copy and electronic client files
Schedule client appointments and initial consultations while delivering exceptional customer service
Maintain calendars for attorneys and staff to ensure accuracy and timeliness
Answer phones, route calls appropriately, and assist walk‑in clients
Perform general office duties including scanning, mailing, filing, and data entry

Maintain strict confidentiality of all client and firm information
Follow firm procedures to ensure all work is completed thoroughly and correctly
Support attorneys and team members with additional duties as assigned

Requirements

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Previous experience in a legal or professional office environment preferred
Strong organizational and time‑management skills with the ability to prioritize competing deadlines
Excellent written and verbal communication skills
High attention to detail and commitment to accuracy
Proficiency with Microsoft Office and standard office technology
Ability to work independently while contributing positively to a collaborative team
Professional, courteous demeanor with a strong customer‑service mindset

Active Pennsylvania Notary Public license OR willingness to obtain notary licensure upon hire (support provided)

Professional, in‑office legal environment
Routine use of computers, phones, scanners, and other office equipment
Monday–Friday, 8:30 a.m. – 5:00 p.m. with one‑hour unpaid lunch
This position is not eligible for remote work

What We Offer

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✓$28 per hour and up, based on experience

Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer.
We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law.