Paralegal

TBG | The Bachrach Group; City of Rochester (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

The Bachrach Group is seeking an experienced Paralegal to join a well-established Elder Law and Estate Planning practice in Philadelphia. The role focuses on estate planning, trusts & estates, elder law, probate, and estate administration, with direct client interaction.

Responsibilities include drafting wills, trusts, powers of attorney, healthcare directives, and related documents; assisting with probate, Medicaid planning, and trust administration; and maintaining organized client files while

Qualifications

• Requires paralegal or legal assistant background with estate experience.
• Strong organizational and communication skills are essential.
• Excellent attention to detail and ability to manage deadlines.
• Experience drafting wills, trusts, powers of attorney, and healthcare directives is a plus.
• Proficiency with Microsoft Office and legal case-management systems.
• Comfort communicating directly with clients is required.

Responsibilities

• Assist attorneys with estate planning and elder law matters.
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related documents.
• Assist with probate and estate administration matters.
• Support trust administration and Medicaid planning.
• Gather and review financial records and supporting documentation.
• Prepare court filings, petitions, and legal correspondence.
• Communicate with clients, beneficiaries, courts, and financial institutions.
• Coordinate client meetings, document signings, and follow-up items.
• Maintain organized client files and track deadlines.
• Provide high-level client service throughout the estate planning process.

Skills

Paralegal experience

Organizational skills

Attention to detail

Multitasking

Document preparation

Client communication

Microsoft Office

Education

Paralegal certificate or degree preferred

Tools

Microsoft Office

legal case-management systems

Job description

A well-established Elder Law and Estate Planning firm is seeking an experienced Paralegal to join its growing team in Philadelphia. The firm specializes in helping individuals and families with estate planning, elder law, trusts, Medicaid planning, asset protection, probate, and estate administration.

The firm provides a highly client-focused environment and works closely with individuals and families to protect their assets and properly plan for the future.

About the Role

We are seeking an organized, detail-oriented Paralegal to support attorneys handling Elder Law and Trusts & Estates matters.

The ideal candidate will have previous experience in estate planning, trusts and estates, elder law, probate, or estate administration and be comfortable communicating directly with clients.

Responsibilities

• Assist attorneys with estate planning and elder law matters
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related documents
• Assist with probate and estate administration matters
• Support trust administration
• Assist with Medicaid planning and applications
• Gather and review financial records, asset information, and supporting documentation
• Prepare court filings, petitions, correspondence, and other legal documents
• Communicate with clients, beneficiaries, courts, financial institutions, and other parties
• Coordinate client meetings, document signings, and follow-up items
• Maintain organized client files and track important deadlines
• Provide a high level of client service throughout the estate planning and administration process

Qualifications

• Previous Paralegal or Legal Assistant experience
• Excellent organizational and communication skills
• Strong attention to detail
• Ability to manage multiple matters and deadlines
• Strong document preparation and proofreading skills
• Comfortable working directly with clients
• Proficiency with Microsoft Office and legal case-management systems
• Paralegal certificate or relevant degree preferred, but not required with applicable experience
• Knowledge of Pennsylvania estate and probate procedures is a plus

Ideal Candidate

The ideal candidate is personable, professional, organized, and client-focused. This individual should be comfortable managing multiple matters, working closely with attorneys, and guiding clients through sensitive estate planning and administration matters.