Estate Planning & Administration Paralegal

Sallen Law; United States; À distance; USD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health insurance stipend

3% matching 401k

Potential quarterly performance bonuses

Professional development opportunities

Résumé du poste

A legal services firm is seeking a Remote Estate Planning and Administration Paralegal with 4+ years of experience in estate administration. Responsibilities include drafting documents, managing billing, and coordinating with clients and financial institutions. The firm offers a competitive salary between $55,000 - $70,000, along with benefits including health insurance and a 401k match.

Qualifications

• 4+ years of experience in estate administration as a paralegal.
• Completed 15+ estate administrations from start to finish.
• Maintains an average of seven billable hours per day.

Responsabilités

• Support Managing Partner in drafting and finalizing estate planning documents.
• Prepare and file probate and estate administration documents in PA & NJ.
• Coordinate with vendors and financial institutions to administer trusts.

Connaissances

Estate administration experience

Exceptional written and verbal communication skills

Proficiency with e‑filing systems

Strong understanding of fiduciary or income tax principles

Project management skills

Formation

Associate or Bachelor's degree

Outils

LEAP

CLIO

WealthCounsel

Description du poste

Title: Estate Planning and Administration Paralegal (Remote)

Salary: $55,000 - $70,000, commensurate with experience

Base pay range

$55,000.00/yr - $70,000.00/yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from Sallen Law

Company Overview: As a women‑owned and led estate planning and administration firm, recognized as both Top Lawyer on the Main Line and Best Probate Attorney in Philadelphia. Our mission is to empower clients with the knowledge they need to make informed decisions to protect their hard‑earned assets. We believe that family is your greatest asset, and we honor this by maintaining a work‑life balance, offering flexibility for family accommodations and a commitment to professional excellence. We provide customized, holistic estate planning and administration solutions for clients with complex, multi‑state estates, intricate trust structures, and high‑value assets. Our work frequently involves collaboration with CPAs, financial advisors, and fiduciaries.

We are seeking a highly organized and detail‑oriented Estate Planning and Administration Paralegal who is proactive in prioritizing tasks under deadlines, implementing structure, and delivering superior client service in a collaborative, fast‑paced environment. This candidate should be compassionate, composed when working with clients in sensitive family circumstances, and have a collaborative mindset with the ability to work independently in a remote setting. We value reliable paralegals who think two steps ahead, take ownership of their work, and find satisfaction in making complex processes run smoothly. To learn more, visit our website: sallenlawfirm.com.

• Health insurance stipend
• 3% matching 401k once eligible to participate
• Potential quarterly performance bonuses
• Professional development and mentorship opportunities

Responsibilities

• Support Managing Partner in drafting, proofreading, and finalizing estate planning documents
• Prepare and file probate and estate administration documents throughout PA & NJ
• Manage client billing, track time entries and schedule client meetings
• Coordinate with vendors and financial institutions to quickly and accurately administer trusts and estates
• Conduct client intake and host client meetings
• Ensure clients have a clear understanding of applicable federal, state and local laws and expectations
• Maintain organized client files in addition to preparing and filing deeds

Requirements

• 4+ years of estate administration experience as a Paralegal
• Have worked on estates between $1‑5M
• An Associate or Bachelor's degree
• Has completed 15+ estate administrations from start to finish
• Exceptional written and verbal communication skills, with meticulous grammar and proofreading
• Proficiency with e‑filing systems and PA/NJ inheritance tax returns
• Strong understanding of fiduciary or income tax principles and related documentation
• Maintains a strong record of meeting on average seven billable hours per day

Preferred Qualifications

• A paralegal certification and/or Notary Public certification
• Proficiency with LEAP, CLIO, WealthCounsel, or similar platforms
• Experience coordinating with financial professionals and managing workflows
• Strong project management skills and adherence to deadlines

Sallen Law LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, gender identity, sexual orientation, sex, disability status, national origin, or veteran status. This position is located remotely in PA or NJ. Applicants must be legally authorized to work in the United States. Relocation assistance is not available for this position.

Seniority level

Associate

Employment type

Full‑time

Job function

Legal

Industries

Law Practice