Trust and Estates Paralegal

Job Description

Job Description

We are looking for a skilled Trust and Estates Paralegal to join our team in Philadelphia, Pennsylvania. This hybrid position requires in-office attendance three days per week and involves supporting attorneys in the Trusts and Estates Practice Group. The ideal candidate will manage a variety of estate-related legal processes while ensuring accuracy, compliance, and excellent client service.

Responsibilities :

• Draft and prepare legal documents and correspondence related to trust and estate administration.
• Manage financial records and ensure compliance with regulations and internal standards.
• Administer estates, including preparing inheritance tax returns, estate tax returns, and income tax returns for trusts and estates using estate administration software.
• Prepare court accountings and related documentation for estates and trusts.
• File necessary documents with the probate court and ensure all legal paperwork is accurate and complete.
• Communicate effectively with clients, beneficiaries, governmental offices, and other external entities regarding estate matters.
• Maintain clear and consistent communication with attorneys and provide support to their operations.
• Organize and manage both physical and digital files, ensuring accessibility and accuracy.
• Participate in training and development sessions to stay updated on relevant laws and practices.
• Handle additional tasks as requested to support the attorneys and the firm.
• Minimum of 3 years of estate administration experience in a law firm setting.
• Bachelor’s degree or equivalent education, and a paralegal certificate.
• Proficiency in estate administration software, including Lackner and ProSystems.
• Strong command of Microsoft Office applications, particularly Word, Excel, and Outlook.
• Exceptional written and verbal communication skills.
• Proven ability to prioritize tasks and meet deadlines under pressure.
• High attention to detail and accuracy in all work.
• Ability to handle confidential information discreetly and professionally.