Trusts & Estates Paralegal | Flexible Hours & Growth

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

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.