Estate & Trust Paralegal - Flexible, Collaborative Team

Jobot; Huntingdon Valley (PA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with employer contribution

Paid time off (PTO) including vacation

Parental leave

Flexible work arrangements

Life and disability insurance

Advancement opportunities

Job summary

Jobot in Huntingdon Valley is seeking an experienced Trust and Estate Paralegal with 3+ years in estate/trust administration. You will work directly with attorneys, fiduciaries, and financial institutions, handling complex documents and deadlines.

The role requires strong organization, discretion, and communication skills, plus a Bachelor’s degree or Paralegal Certificate. Proficiency in MS Office and estate software is preferred; flexible work arrangements may be considered.

Qualifications

• Minimum 3 years of experience in trust and estate administration in a law firm.
• Proficient in Microsoft Office; experience with estate administration software a plus (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.

Responsibilities

• 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.

Skills

Attention to detail

Written & verbal communication

Discretion

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

GEMS

Lackner

WealthCounsel

Job description

Jobot in Huntingdon Valley is seeking an experienced Trust and Estate Paralegal with 3+ years in estate/trust administration. You will work directly with attorneys, fiduciaries, and financial institutions, handling complex documents and deadlines.

The role requires strong organization, discretion, and communication skills, plus a Bachelor’s degree or Paralegal Certificate. Proficiency in MS Office and estate software is preferred; flexible work arrangements may be considered.