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Trust and Estate Paralegal

Trust and Estate Paralegal

ExpertHiringDoylestown, PA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Description

What's in it for you?!

  • Grow fast at a results-driven wealth advisory firm!
  • Own client relationships and make real impact!
  • Work with sharp, collaborative financial pros!
  • Advance quickly with mentorship and leadership!
  • Earn competitive pay and full benefits!
  • Build a future where success fuels success!

If that's you, let's talk!

Job Type : Full Time Location : Doylestown, Pennsylvania Pay : Great Pay + Comprehensive Benefits Job Description Seeking a detail-oriented and experienced Trust and Estate Paralegal to join its growing team. In this client-facing role, you'll support financial advisors by reviewing and summarizing estate planning documents, modeling estate plans, conducting legal research, and assisting with trust and estate administration. This is a hands-on, collaborative position requiring excellent judgment, organization, and the ability to communicate clearly with advisors and clients alike.

Key Responsibilities

  • Review, interpret, and summarize client estate planning documents (e.g., wills, revocable / irrevocable trusts, powers of attorney)
  • Model estate and trust plans using internal planning tools
  • Provide legal research support on estate, gift, and trust-related issues
  • Coordinate with attorneys, advisors, and clients on trust and estate strategy
  • Track estate planning progress and assist in document management and compliance
  • Stay current on estate planning laws, especially those impacting high-net-worth individuals
  • Contribute to the seamless integration of estate planning within the firm's holistic wealth planning process

    • Qualifications

  • Minimum 5 years of trust and estate planning or administration experience
  • In-depth understanding of estate planning concepts, trust structures, and legal documentation
  • Paralegal certification or J.D. (non-practicing attorneys welcome to apply)
  • Strong research, document review, and drafting skills
  • Excellent written and verbal communication skills
  • Proven ability to manage sensitive client information with discretion
  • Highly organized and able to work independently in a fast-paced environment
  • Local presence required - this is a full-time, on-site role in Doylestown, PA

    • Why Join?

  • Be part of a highly respected boutique firm with national reach and a deeply loyal client base
  • Enjoy a collaborative, client-first culture focused on long-term planning and real relationships
  • Work closely with top financial advisors, attorneys, and industry experts
  • Competitive compensation and benefits package offered

    • Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days

    #INDEH123

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    Trust And Estate Paralegal • Doylestown, PA, United States

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