Paralegal - Trust and Estate

Trustpoint.One; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 115,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Trustpoint.One, in partnership with an AmLaw 100 firm, seeks a Trust and Estate Administration Paralegal to join the Philadelphia office. The role offers a 3/2 hybrid schedule and involves supporting attorneys and clients in probate, tax compliance, accountings, and ongoing trust administration.

The successful candidate will be the primary contact for personal representatives, beneficiaries, and advisors; manage matters from start to finish, draft fiduciary returns, coordinate with accountants,

Qualifications

• 5+ years of trust and estate administration experience in a law firm or similar professional setting.
• Bachelor’s degree and/or paralegal certificate required.
• Advanced knowledge of probate, estate, and trust administration processes.
• Strong organizational skills, attention to detail, and ability to handle multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills; proven ability to interact effectively with clients and colleagues.

Responsibilities

• Act as the primary point of contact for personal representatives, beneficiaries, financial advisors, and accountants.
• Manage estate administration matters from start to finish, including probate filings, collection and valuation of assets, payment of debts, preparation of fiduciary accountings, and final distributions.
• Draft and file federal and state estate and inheritance tax returns, coordinate with accountants on fiduciary and income tax filings, and assist with tax audits when needed.
• Work with the firm’s integrated family office team to deliver customized client service.
• Maintain accurate financial records and oversee ongoing trust administration activities.

Skills

Estate administration

Organization

Attention to detail

Communication (written & verbal)

Education

Bachelor’s degree

Paralegal certificate

Tools

Microsoft Excel

OneSource

TrustDesk

Job description

Trustpoint.One is pleased to partner with an AmLaw 100 firm in their search for an experienced Trust and Estate Administration Paralegal to join the firm’s well-regarded Private Client, Trusts and Estates practice group. This role is based in the Philadelphia office and offers a 3/2 hybrid work schedule.

The team has deep expertise in representing executors, trustees, and beneficiaries across the full spectrum of estate and trust administration, including probate, tax compliance, accountings, and ongoing management. They are seeking a motivated paralegal who can provide high-level support to attorneys and clients while handling sensitive information with professionalism and discretion.

Key Responsibilities of the Trust and Estate Administration Paralegal:

• Act as the primary point of contact for personal representatives, beneficiaries, financial advisors, and accountants.
• Manage estate administration matters from start to finish, including probate filings, collection and valuation of assets, payment of debts, preparation of fiduciary accountings, and final distributions.
• Draft and file federal and state estate and inheritance tax returns, coordinate with accountants on fiduciary and income tax filings, and assist with tax audits when needed.
• Work with the firm’s integrated family office team to deliver customized client service.
• Maintain accurate financial records and oversee ongoing trust administration activities.

Qualifications of the Trust and Estate Administration Paralegal:

• Minimum of 5 years of trust and estate administration experience in a law firm or similar professional setting.
• Bachelor’s degree and/or paralegal certificate required.
• Advanced knowledge of probate, estate, and trust administration processes.
• Strong organizational skills, attention to detail, and ability to handle multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills; proven ability to interact effectively with clients and colleagues.
• High proficiency in Microsoft Office (especially Excel); experience with accounting functions required.
• Familiarity with OneSource and Trustdesk is preferred but not mandatory.

Compensation:

The salary range for this position is $80,000 – $115,000, commensurate with experience and qualifications.

All candidates must be able to work at a computer screen for a sustained amount of time. Infrequent lifting and carrying up to 30 pounds.

Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.