Trusts and Estates Paralegal

LeoForce; Huntingdon Valley (PA); In loco; USD 75.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k) plan with employer contribution

Paid time off (PTO) including vacation

Parental leave

Flexible work arrangements

Life and disability insurance

Descrizione del lavoro

Leoforce is seeking an experienced Trust and Estate Paralegal to support attorneys in estate/trust administration from our Huntingdon Valley, PA office. The role requires a minimum of 3 years of hands-on experience and strong communication with clients, fiduciaries, and financial institutions.

The ideal candidate will be detail-oriented, organized, and adept at handling sensitive client matters, with proficiency in MS Office and familiarity with estate software such as GEMS or WealthCounsel.

Competenze

• Minimum 3 years of experience in trust and estate administration in a law firm.
• Proficient in Microsoft Office Suite; experience with estate administration software a plus (e.g., GEMS, WealthCounsel).
• Bachelor’s degree and/or Paralegal Certificate required.

Mansioni

• Assist in the administration of estates and trusts, including
• Prepare probate petitions and related court filings
• Collect asset information
• Prepare inventories, accountings, and asset transfer documents
• Coordinate with financial institutions, government agencies, and beneficiaries regarding estate matters
• File documents with Surrogate’s/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

Conoscenze

Estate administration

Paralegal skills

Client communication

MS Office

GEMS/WealthCounsel

Formazione

Bachelor’s degree

Paralegal Certificate

Strumenti

GEMS

WealthCounsel

MS Excel

Descrizione del lavoro

Experience: Mid Level

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

Job Description

Location: Huntingdon Valley, PA, US

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 Surrogate’s/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.

A bit about us:

Our client is a boutique full-service law firm located in Huntingdon Valley.

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

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