Trust and Estate Paralegal #ESF5618

COA Network Inc; Doylestown (Bucks County); On-site; USD 45,000 - 65,000; Full time

Job summary

Join a leading wealth advisory firm as a Trust and Estate Paralegal. You'll work directly with financial advisors to support estate planning efforts, requiring strong organizational skills and legal knowledge. This full-time role offers competitive pay and comprehensive benefits, in a team-focused environment fostering professional growth.

Benefits

Competitive Pay

Comprehensive Benefits

Mentorship Opportunities

Qualifications

• Minimum of 5 years of trust and estate planning or administration experience.
• In-depth knowledge of estate planning concepts and trust structures.
• Proven ability to manage sensitive client information.

Responsibilities

• Review and summarize client estate planning documents.
• Assist with trust and estate administration.
• Conduct legal research on estate-related issues.

Skills

Document Review

Legal Research

Communication

Education

Paralegal Certification or J.D.

Job description

Join to apply for the Trust and Estate Paralegal #ESF5618 role at COA Network Inc

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Join to apply for the Trust and Estate Paralegal #ESF5618 role at COA Network Inc

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• Grow fast at a results-driven wealth advisory firm!
• Own client relationships and make real impact!
• Work with sharp, collaborative financial pros!
• Advance quickly with mentorship and leadership!
• Earn competitive pay and full benefits!
• Build a future where success fuels success!

What’s in it for you?!

• Grow fast at a results-driven wealth advisory firm!
• Own client relationships and make real impact!
• Work with sharp, collaborative financial pros!
• Advance quickly with mentorship and leadership!
• Earn competitive pay and full benefits!
• Build a future where success fuels success!

If that’s you, let’s talk! Job Type : Full Time Location : Doylestown, Pennsylvania Pay : Great Pay + Comprehensive Benefits Job Description Seeking a detail-oriented and experienced Trust and Estate Paralegal to join its growing team. In this client-facing role, you’ll support financial advisors by reviewing and summarizing estate planning documents, modeling estate plans, conducting legal research, and assisting with trust and estate administration. This is a hands-on, collaborative position requiring excellent judgment, organization, and the ability to communicate clearly with advisors and clients alike.

Key Responsibilities

• Review, interpret, and summarize client estate planning documents (e.g., wills, revocable/irrevocable trusts, powers of attorney)
• Model estate and trust plans using internal planning tools
• Provide legal research support on estate, gift, and trust-related issues
• Coordinate with attorneys, advisors, and clients on trust and estate strategy
• Track estate planning progress and assist in document management and compliance
• Stay current on estate planning laws, especially those impacting high-net-worth individuals
• Contribute to the seamless integration of estate planning within the firm's holistic wealth planning process

Qualifications

• Minimum 5 years of trust and estate planning or administration experience
• In-depth understanding of estate planning concepts, trust structures, and legal documentation
• Paralegal certification or J.D. (non-practicing attorneys welcome to apply)
• Strong research, document review, and drafting skills
• Excellent written and verbal communication skills
• Proven ability to manage sensitive client information with discretion
• Highly organized and able to work independently in a fast-paced environment
• Local presence required — this is a full-time, on-site role in Doylestown, PA

Why Join?

• Be part of a highly respected boutique firm with national reach and a deeply loyal client base
• Enjoy a collaborative, client-first culture focused on long-term planning and real relationships
• Work closely with top financial advisors, attorneys, and industry experts
• Competitive compensation and benefits package offered

Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
#INDEH123

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services

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