Paralegal, Trusts & Estates

Ballard-Spahr-LLP; Philadelphia (Philadelphia County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Excellent benefits package

Job summary

Ballard Spahr LLP is seeking a Trust and Estates Paralegal to support our Private Client Services team in Philadelphia. The role involves maintaining fiduciary accounting records, preparing accountings, and compiling probate papers while coordinating with clients and advisors.

Ideal candidates hold a bachelor’s degree or paralegal certificate, with experience in Trusts and Estates and proficiency in fiduciary accounting software (OneSource/Zane, GEMs, ProSystem fx) and MS Office tools.

Qualifications

• Detail-oriented with ability to manage multiple priorities and deadlines.
• Bachelor’s degree or paralegal certificate preferred; experience in Trust and Estates.
• Experience with fiduciary accounting software (OneSource/Zane, GEMs, ProSystem fx) and MS Office suite.

Responsibilities

• Maintain financial records for fiduciary accounting and tax preparation.
• Prepare fiduciary accountings and probate documents.
• Identify, gather, and arrange valuation of decedent assets to administer estates from probate through final settlement.
• Interact frequently with clients and their advisors.

Skills

Detail-oriented

Growth mindset

Communication

Education

Bachelor’s degree or paralegal certificate

Tools

OneSource/Zane

GEMs

ProSystem fx

Outlook

Word

Excel

Job description

Department: Business and TransactionsAbout Us:Ballard Spahr, is a nationally recognized law firm with more than 750 lawyers across 19 offices in the United States. A career at Ballard Spahr means joining a team of talented mentors, colleagues, and friends, supported by strong leadership that actively encourages professional growth.Under the supervision of a Business and Transactions lawyer, a Trust and Estates Paralegal will assist more senior paralegals administer complex estates and trusts, independently administer estates and trusts and post account information to a fiduciary accounting program.Why Join Us?Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership.Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.Your Role:As a Trusts and Estates Paralegal within our Private Client Services team, you will:Maintain financial records for use in fiduciary accounting and tax preparation.Prepare fiduciary accountings.Prepare probate documents and related papers.Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement.Have frequent interaction with clients and their advisors.Prepare probate documents and related papers.What We’re Looking For:Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.Communication: Strong verbal and written communication abilities.Required Experience:A bachelor’s degree and/or paralegal certificate preferred, and previous relevant experience in Trust and Estates. Experience with accounting and tax preparation software such as OneSource/Zane, GEMs, or ProSystem fx, and proficiency with Outlook, Word, and Excel.Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the firm’s website.Ready to Grow with Us?If you are ready to play a vital role in the Firm’s success, we encourage you to apply and be a part of our commitment to excellence.At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.The firm is not accepting resumes from search firms for this position.