Estate Planning Paralegal

Jobot; Berwyn (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401K

PTO

Medical

Dental

Vision

Job summary

Jobot is seeking an experienced Estate Planning Paralegal for a boutique trust and estate firm in Berwyn, PA. You will assist in preparing and reviewing documents such as wills, trusts, powers of attorney, and health care directives, and provide transactional support including drafting, reviewing, and filing documents.

The ideal candidate has at least five years of estate planning experience, a bachelor’s degree or paralegal certification, familiarity with probate laws, strong organization, and

Qualifications

• 5+ years' experience as an Estate Planning Paralegal or similar role.
• Bachelor's degree in law, paralegal studies, or similar; paralegal certification desirable.
• Proficiency with estate planning software and legal research tools.
• Extensive knowledge of estate planning, probate laws, and trust administration.
• Excellent written and verbal communication with clients, attorneys, and stakeholders.
• Exceptional transactional support with keen eye for detail.

Responsibilities

• Assisting in the preparation and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
• Providing comprehensive transactional legal support, including drafting, reviewing, and filing legal documents.
• Managing and organizing client files and documents, ensuring all information is up-to-date and readily accessible.
• Conducting legal research and preparing legal memorandums as required.
• Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.
• Assisting in the administration of trusts and estates, including probate proceedings.

Skills

Estate planning experience

Legal research

Client communication

Attention to detail

Education

Bachelor's degree in law or paralegal studies

Paralegal certification desirable

Tools

Estate planning software

Job description

Salary: $70,000 - $110,000 per year

A bit about us:

Our client is an extremely well known and respected boutique trust and estate firm.

Benefits:

• 401K
• PTO
• Medical
• Dental
• Vision

Job Details

Responsibilities:

• Assisting in the preparation and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
• Providing comprehensive transactional legal support, including drafting, reviewing, and filing legal documents.
• Managing and organizing client files and documents, ensuring all information is up-to-date and readily accessible.
• Conducting legal research and preparing legal memorandums as required.
• Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.
• Assisting in the administration of trusts and estates, including probate proceedings.

Qualifications:

• A minimum of 5 years of experience as an Estate Planning Paralegal or a similar role in the legal industry.
• A bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is highly desirable.
• Proficiency in estate planning software and various legal research tools.
• Extensive knowledge and understanding of estate planning, probate laws, and trust administration.
• Exceptional transactional legal support skills, with a keen eye for detail and accuracy.
• Excellent written and verbal communication skills, with the ability to liaise effectively with clients, attorneys, and other stakeholders.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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