Trusts and Estates Paralegal

Jobot; Huntingdon Valley (PA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer contribution

PTO including vacation and holidays

Parental leave

Flexible work arrangements

Life and disability insurance

Opportunities for advancement

Job summary

Jobot is seeking an experienced Trust and Estate Paralegal in Pennsylvania to support attorneys in estate and trust administration. A minimum of 3 years of hands-on experience is required, with strong organizational skills and client-facing comfort.

Proficiency in Microsoft Office and estate software is expected, along with a professional, discreet demeanor. The role involves preparing probate filings, asset inventories, tax returns, and close coordination with financial institutions.

Qualifications

• Minimum 3 years of experience in trust and estate administration in a law firm.
• Proficient in Microsoft Office; familiarity with estate administration software.
• Bachelor's degree and/or Paralegal Certificate required.
• Excellent written and verbal communication skills.
• High level of professionalism and discretion in handling sensitive client matters.

Responsibilities

• Assist in administration of estates and trusts, including probate petitions and filings.
• Collect and organize asset information; prepare inventories and accountings.
• Prepare asset transfer documents and coordinate with institutions and beneficiaries.
• File documents with Surrogates/Probate Courts and track deadlines.
• Prepare and file federal and state estate and gift tax returns.
• Maintain client files and case management databases; support attorneys for meetings and closings.

Skills

Microsoft Office

Estate software

Communication skills

Education

Bachelor's degree or Paralegal Certificate

Tools

GEMS

Lackner

WealthCounsel

Job description

Salary: $75,000 - $100,000 per year

Why join us?

• Competitive salary commensurate with experience
• Health, dental, and vision insurance
• 401(k) plan with employer contribution
• Paid time off (PTO), including vacation, sick days, and holidays
• Parental leave
• Flexible work arrangements
• Life and disability insurance
• Opportunities for advancement within a collaborative and supportive team environment

Job Details

Position Summary: We are seeking an experienced Trust and Estate Paralegal with a minimum of 3 years of hands-on experience supporting attorneys in estate/trust administration. The ideal candidate is detail-oriented, organized, and comfortable working directly with clients, fiduciaries, and financial institutions.

Key Responsibilities

• Assist in the administration of estates and trusts, including:
• Preparing probate petitions and related court filings
• Collecting and organizing asset information
• Preparing inventories, accountings, and asset transfer documents
• Coordinate with financial institutions, government agencies, and beneficiaries regarding estate matters.
• File documents with Surrogates/Probate Courts and track deadlines.
• Prepare and file federal and state estate and gift tax returns (Forms 706, 709, etc.)
• Maintain and organize client files and case management databases.
• Support attorneys in preparing for meetings, hearings, and closings.
• Communicate with clients regarding document execution and administrative matters.

Qualifications

• Minimum 3 years of experience as a trust and estate administration in a law firm.
• Proficient in Microsoft Office Suite; experience with estate administration software a plus (e.g., GEMS, Lackner, WealthCounsel, or similar).
• Excellent written and verbal communication skills.
• High level of professionalism and discretion in handling sensitive client matters.
• Bachelor's degree and/or Paralegal Certificate required.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.