Senior Paralegal — Trusts & Estates, Probate Expert

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

Benefits offered by this job

Comprehensive healthcare benefits

401(k) and Pension Plan

Employee Referral Bonus ($3,000.00)

Job summary

A global law firm in Philadelphia is seeking an experienced paralegal for their Private Client Services practice group. The ideal candidate will have a minimum of 7 years of experience, particularly focused on trusts and estates, and be able to manage multiple attorneys in a fast-paced environment. Key responsibilities include preparing estate documents, managing case files, and filing tax returns. This role offers excellent benefits, including healthcare plans and a generous PTO policy.

Qualifications

• Minimum 7 years of experience as a paralegal, with at least 5 years focused on trusts and estates.
• In‑depth knowledge of probate procedures and estate administration in Pennsylvania and New Jersey.
• Strong understanding of estate, gift, and fiduciary tax rules and filings.

Responsibilities

• Prepare and file estate probate and administration petitions in Pennsylvania and New Jersey.
• Assist with all phases of estate and trust administration.
• Draft and file federal and state estate tax returns.
• Organize and manage case files and documentation.

Skills

Organizational skills

Communication skills

Interpersonal skills

Proficiency in Microsoft Office Suite

Knowledge of probate procedures

Ability to manage multiple priorities

Education

Bachelor’s degree

Paralegal certificate from an ABA-approved program

Tools

ONESOURCE

GEMS

Lackner

Estate Val

Job description

A global law firm in Philadelphia is seeking an experienced paralegal for their Private Client Services practice group. The ideal candidate will have a minimum of 7 years of experience, particularly focused on trusts and estates, and be able to manage multiple attorneys in a fast-paced environment. Key responsibilities include preparing estate documents, managing case files, and filing tax returns. This role offers excellent benefits, including healthcare plans and a generous PTO policy.