Hybrid Trusts & Estates Paralegal — Senior Administration

Trustpoint.One; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Trustpoint.One, a leading AmLaw 100 firm in Philadelphia, seeks an experienced Trust & Estate Administration Paralegal to join its Private Client, Trusts & Estates group. This role offers substantial responsibility in administering complex estates and trusts with direct client interaction.

You will work with sophisticated attorneys and advisors, managing matters from initial administration through final distribution in a hybrid, full-time setting.

Qualifications

• 5+ years of trust and estate administration experience.
• Experience filing federal tax returns is mandatory.
• Advanced knowledge of estate and trust administration.

Responsibilities

• Serve as primary point of contact for personal representatives, trustees, beneficiaries, and advisors.
• Manage day-to-day administration of trusts and estates.
• Coordinate probate of wills and appointment of personal representatives.
• Identify, collect, and value estate assets.
• Coordinate payment of debts, taxes, and other obligations.
• Prepare and file federal and state estate and inheritance tax returns.
• Coordinate with accountants on income and fiduciary tax returns.
• Prepare fiduciary accountings and oversee distributions to beneficiaries.
• Maintain accurate financial records and communicate with clients and advisors.

Skills

Trust & estate administration

Federal tax returns

Client communication

Organization

High-net-worth clients

Job description

Trustpoint.One, a leading AmLaw 100 firm in Philadelphia, seeks an experienced Trust & Estate Administration Paralegal to join its Private Client, Trusts & Estates group. This role offers substantial responsibility in administering complex estates and trusts with direct client interaction.

You will work with sophisticated attorneys and advisors, managing matters from initial administration through final distribution in a hybrid, full-time setting.