Trusts & Estates Administration Paralegal

Trustpoint.One; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Trustpoint.One, a leading AmLaw 100 firm in Philadelphia, seeks an experienced Trust & Estate Administration Paralegal to join its Private Client, Trusts & Estates group. This role offers substantial responsibility in administering complex estates and trusts with direct client interaction.

You will work with sophisticated attorneys and advisors, managing matters from initial administration through final distribution in a hybrid, full-time setting.

Qualifications

• 5+ years of trust and estate administration experience.
• Experience filing federal tax returns is mandatory.
• Advanced knowledge of estate and trust administration.

Responsibilities

• Serve as primary point of contact for personal representatives, trustees, beneficiaries, and advisors.
• Manage day-to-day administration of trusts and estates.
• Coordinate probate of wills and appointment of personal representatives.
• Identify, collect, and value estate assets.
• Coordinate payment of debts, taxes, and other obligations.
• Prepare and file federal and state estate and inheritance tax returns.
• Coordinate with accountants on income and fiduciary tax returns.
• Prepare fiduciary accountings and oversee distributions to beneficiaries.
• Maintain accurate financial records and communicate with clients and advisors.

Skills

Trust & estate administration

Federal tax returns

Client communication

Organization

High-net-worth clients

Job description

Philadelphia, PA | Hybrid 3 Days In / 2 Days Remote | Full-Time

Ready to take your trusts & estates experience to the next level?

Trustpoint.One is partnering with an AmLaw 100 firm seeking an experienced Trust & Estate Administration Paralegal to join its highly regarded Private Client, Trusts & Estates group in Philadelphia.

This is an opportunity to work alongside sophisticated trusts and estates attorneys while taking a meaningful role in the administration of complex estates and trusts. You'll have significant client and advisor interaction and the opportunity to take ownership of matters from initial administration through final distribution.

Why This Opportunity?

The Private Client, Trusts & Estates team advises executors, trustees, beneficiaries, and families across the full spectrum of trust and estate administration—including estate settlement, tax return preparation and audits, fiduciary accounting, and ongoing trust administration.

You'll be trusted to manage substantial portions of the administration process while working closely with attorneys, clients, financial advisors, accountants, and other professionals.

What You'll Do

• Serve as a primary point of contact for personal representatives, trustees, beneficiaries, financial advisors, and accountants
• Manage the day-to-day administration of trusts and estates
• Coordinate probate of Wills and appointment of personal representatives
• Identify, collect, and value estate assets
• Coordinate payment of debts, expenses, taxes, and other obligations
• Prepare and file Federal and State estate and inheritance tax returns
• Coordinate with accountants on income and fiduciary tax returns
• Facilitate tax payments and distributions to beneficiaries
• Prepare and file fiduciary accountings
• Coordinate the termination and closing of estates
• Maintain accurate financial records in collaboration with financial advisors and other professionals
• Communicate directly with clients and their professional advisors while handling highly confidential information
• Work closely with attorneys, with appropriate supervision, on complex estate and trust administration matters

What We're Looking For

• 5+ years of trust and estate administration experience
• MUST have experience filing federal tax returns
• Advanced knowledge of estate and trust administration
• Strong experience with probate, estate and inheritance tax returns, fiduciary accounting, and estate settlement
• Excellent organizational skills and the ability to manage multiple matters and deadlines
• Strong attention to detail and financial accuracy
• Excellent interpersonal and client-service skills
• Ability to establish trust and rapport with high-net-worth clients and their advisors
• Sound judgment and the ability to handle highly confidential information with discretion
• A proactive, team-oriented approach and genuine interest in continuing to grow within the role

Location

Philadelphia, PA — 3 days in the office / 2 days remote

New Jersey candidates may also be considered for those with significant estate administration experience involving estates in excess of $50 million.

The Opportunity

If you're an experienced trusts & estates paralegal who enjoys substantive responsibility, sophisticated client work, and complex estate administration, this is an opportunity to build on your experience within a highly respected AmLaw 100 platform.

Full-time. Hybrid. Sophisticated private client work. Meaningful client interaction.

Trustpoint.One provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.