Trusts and Estates Paralegal

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

Benefits offered by this job

Health, dental, vision insurance

401(k) with employer contribution

Paid time off (PTO) including vacation

Parental leave

Flexible work arrangements

Life and disability insurance

Advancement opportunities

Job summary

Jobot in Huntingdon Valley is seeking an experienced Trust and Estate Paralegal with 3+ years in estate/trust administration. You will work directly with attorneys, fiduciaries, and financial institutions, handling complex documents and deadlines.

The role requires strong organization, discretion, and communication skills, plus a Bachelor’s degree or Paralegal Certificate. Proficiency in MS Office and estate software is preferred; flexible work arrangements may be considered.

Qualifications

• Minimum 3 years of experience in trust and estate administration in a law firm.
• Proficient in Microsoft Office; experience with estate administration software a plus (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.

Responsibilities

• 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.

Skills

Attention to detail

Written & verbal communication

Discretion

Education

Bachelor's degree

Paralegal Certificate

Tools

Microsoft Office

GEMS

Lackner

WealthCounsel

Job description

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

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

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

• 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.

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.