Paralegal - Trusts & Estates

Key Responsibilities: Assist attorneys with the preparation and drafting of estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments. Support estate and trust administration matters, including probate proceedings, preparation of inventories, accountings, petitions, and fiduciary filings in Pennsylvania courts. Maintain accurate client files, track deadlines, manage calendars, and coordinate with clients, financial institutions, appraisers, accountants, and other third parties. Conduct legal research and assist with analysis of Pennsylvania and federal trusts & estates, probate, and tax issues under attorney supervision. Prepare correspondence, engagement letters, billing support materials, and other client communications. Assist with funding of trusts, retitling of assets, and post-death administration tasks. Ensure compliance with firm procedures, ethical rules, and confidentiality requirements. Provide general litigation and administrative support on trusts & estates-related disputes when needed.

Required Qualifications: Paralegal certificate or equivalent education/training; bachelor's degree preferred. Minimum of 3-5 years of progressive experience as a paralegal in a law firm setting, with substantial focus on trusts & estates, estate planning, estate/trust administration, and related tax matters. Working knowledge of Pennsylvania probate procedures, estate and trust administration, and federal/Pennsylvania estate, gift, and fiduciary income tax concepts. Excellent written and verbal communication skills, attention to detail, and organizational ability. Ability to handle sensitive client information with the highest level of discretion and professionalism. Strong time-management skills and capacity to manage multiple deadlines in a fast-paced environment.

Benefits: HealthDentalVisionPTOBonus 401k Match Pension$80,000.00 - $100,000.00 Annually