Junior Estates and Trusts Associate

Synergy Staffing; Bridgeville (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Job summary

Synergy Staffing is seeking a Paralegal to support a comprehensive Trusts and Estates practice. You will administer estates from intake to final settlement, draft and review probate and trust documents, and interact directly with clients in a collaborative team environment.

The role requires strong analytical skills, meticulous attention to detail, and the ability to manage multiple matters with attorneys and staff. Pennsylvania licensure is required.

Qualifications

• 1–2 years of experience in Probate, Trust Administration, and Estate Planning.
• Advanced legal research and writing abilities.
• Excellent verbal and written communication skills.
• Active license to practice in Pennsylvania.

Responsibilities

• Manage all phases of Trust and Estate administration, from initial intake through final settlement.
• Prepare, review, and finalize probate and trust administration documents, along with related filings and correspondence.
• Conduct detailed review of estate planning documents prepared by attorneys and paralegals.
• Draft Wills, Trusts, Powers of Attorney, Health Care Directives, and other estate planning instruments.
• Ensure all documents reflect accurate legal standards and client objectives.
• Perform legal research on probate, estate planning, and related issues.
• Analyze complex legal matters and provide clear, well‑supported written summaries.
• Communicate with clients, opposing counsel, and third parties in a professional manner.
• Build and maintain client relationships, including networking and business development.
• Work effectively within a team and contribute to a positive office culture.

Skills

Analytical thinking

Attention to detail

Client communication

Team collaboration

Tools

Microsoft Word

Excel

Outlook

Westlaw

LexisNexis

Job description

This role is responsible for supporting a comprehensive Trusts and Estates practice, including the administration of estates from opening through final distribution, preparation and review of estate planning documents, and direct client interaction. The position requires strong analytical skills, exceptional attention to detail, and the ability to manage multiple matters in a collaborative legal environment.

Key Responsibilities

• Manage all phases of Trust and Estate administration, from initial intake through final settlement.
• Prepare, review, and finalize probate and trust administration documents, along with related filings and correspondence.
• Conduct detailed review of estate planning documents prepared by attorneys and paralegals.
• Draft Wills, Trusts, Powers of Attorney, Health Care Directives, and other estate planning instruments.
• Ensure all documents reflect accurate legal standards and client objectives.

Legal Research & Analysis

• Perform legal research on probate, estate planning, and related substantive and procedural issues.
• Analyze complex legal matters and provide clear, well‑supported written summaries.

Client & Professional Interaction

• Communicate with clients, opposing counsel, and third parties in a professional and timely manner.
• Build and maintain strong client relationships, including participation in networking and business development initiatives.
• Work effectively within a team environment, supporting attorneys, fellow paralegals, and administrative staff.
• Contribute to a positive, collaborative office culture.

Qualifications

• Proficiency in Microsoft Word, Excel, and Outlook.
• Skilled in legal research platforms such as Westlaw and LexisNexis.
• 1–2 years of experience in Probate, Trust Administration, and Estate Planning.
• Strong academic background and professional work history.
• Advanced legal research and writing abilities.
• Excellent verbal and written communication skills.
• Ability to work independently while contributing effectively to a team.
• Active license to practice in Pennsylvania.