Trusts & Estates Paralegal — Flexible Growth Path

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

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Estate administration

Paralegal skills

Client communication

MS Office

GEMS/WealthCounsel

Education

Bachelor’s degree

Paralegal Certificate

Tools

GEMS

WealthCounsel

MS Excel

Job description

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.