Trusts and Estates Paralegal

This Jobot Job is hosted by : Farrell Ougheltree

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Salary : $75,000 - $100,000 per year

A bit about us :

Our client is a boutique full service law firm located in Huntingdon Valley.

Why join us?

Competitive salary commensurate with experience

Health, dental, and vision insurance

401(k) plan with employer contribution

Paid time off (PTO), including vacation, sick days, and holidays

Parental leave

Flexible work arrangements

Life and disability insurance

Opportunities for advancement within a collaborative and supportive team environment

Job Details

Position Summary :

We are seeking an experienced Trust and Estate Paralegal with a minimum of 3 years of hands-on experience supporting attorneys in estate / trust administration. The ideal candidate is detail-oriented, organized, and comfortable working directly with clients, fiduciaries, and financial institutions.

Key Responsibilities :

Assist in the administration of estates and trusts, including :

Preparing probate petitions and related court filings

Collecting and organizing asset information

Preparing inventories, accountings, and asset transfer documents

Coordinate with financial institutions, government agencies, and beneficiaries regarding estate matters.

File documents with Surrogate’s / Probate Courts and track deadlines.

Prepare and file federal and state estate and gift tax returns (Forms 706, 709, etc.)

Maintain and organize client files and case management databases.

Support attorneys in preparing for meetings, hearings, and closings.

Communicate with clients regarding document execution and administrative matters.

Qualifications :

Minimum 3 years of experience as a trust and estate administration in a law firm.

Proficient in Microsoft Office Suite; experience with estate administration software a plus (e.g., GEMS, Lackner, WealthCounsel, or similar).

Excellent written and verbal communication skills.

High level of professionalism and discretion in handling sensitive client matters.

Bachelor’s degree and / or Paralegal Certificate required.

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Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.