Estate & Trust Administration Paralegal

Liberty Personnel Services, Inc.; Phoenixville (Chester County); On-site; USD 55,000 - 75,000; Full time

Job summary

Liberty Personnel Services, Inc. is seeking an experienced Estate & Trust Administration Paralegal for a well-established Phoenixville law firm in Pennsylvania.

You will support attorneys with estate and trust administration, probate filings, and related tax documentation, coordinating with executors, beneficiaries, and financial institutions. The ideal candidate has prior estate and trust administration experience, strong knowledge of Pennsylvania probate procedures, and excellent

Qualifications

• Previous experience as an Estate & Trust Administration Paralegal or similar legal support professional.
• Strong knowledge of Pennsylvania probate procedures and estate administration.
• Experience preparing probate filings, estate accountings, and inheritance tax documentation.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple matters independently while meeting deadlines.
• Proficiency with Microsoft Office and legal practice management software.
• Paralegal certificate or relevant education preferred.

Responsibilities

• Assist attorneys with all aspects of estate and trust administration.
• Prepare and file probate documents, petitions, inventories, and accountings.
• Draft estate and trust administration documents, correspondence, and related legal filings.
• Assist with Pennsylvania inheritance tax returns and federal estate tax documentation.
• Coordinate the collection, valuation, and distribution of estate assets.
• Communicate with executors, trustees, beneficiaries, financial institutions, and other involved parties.
• Maintain organized case files, track deadlines, and ensure compliance with applicable procedures.
• Assist attorneys with estate planning documents and related matters as needed.

Skills

Estate & Trust Admin

PA Probate Procedures

Attention to Detail

Organizational Skills

Written & Verbal Communication

Microsoft Office

Paralegal Certificate

Education

Paralegal Certificate

Job description

Job Description

We are seeking an experienced Estate & Trust Administration Paralegal to join a well-established law firm in Phoenixville, PA. This opportunity is ideal for a detail-oriented legal professional with experience handling estate administration, trust administration, probate matters, and related legal documentation.

The successful candidate will work closely with attorneys, clients, beneficiaries, and financial institutions to assist with the administration of estates and trusts from inception through completion.

Key Responsibilities

Assist attorneys with all aspects of estate and trust administration.

Prepare and file probate documents, petitions, inventories, and accountings.

Draft estate and trust administration documents, correspondence, and related legal filings.

Assist with Pennsylvania inheritance tax returns and federal estate tax documentation.

Coordinate the collection, valuation, and distribution of estate assets.

Communicate with executors, trustees, beneficiaries, financial institutions, and other involved parties.

Maintain organized case files, track deadlines, and ensure compliance with applicable procedures.

Assist attorneys with estate planning documents and related matters as needed.

Qualifications

Previous experience as an Estate & Trust Administration Paralegal or similar legal support professional.

Strong knowledge of Pennsylvania probate procedures and estate administration.

Experience preparing probate filings, estate accountings, and inheritance tax documentation.

Excellent organizational skills and attention to detail.

Strong written and verbal communication skills.

Ability to manage multiple matters independently while meeting deadlines.

Proficiency with Microsoft Office and legal practice management software.

Paralegal certificate or relevant education preferred.

Why Consider This Opportunity?

Join an established and respected legal practice.

Work alongside experienced attorneys in a collaborative environment.

Handle a variety of estate and trust administration matters.

Opportunity for long-term professional growth and stability.

Competitive compensation and benefits package.