Trusts & Estates Paralegal – Growth & Impact

Ballard Spahr; Philadelphia (Philadelphia County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Excellent benefits

Professional development

Inclusion program

Impactful work

Job summary

Ballard Spahr, a national law firm, seeks a Trusts and Estates Paralegal to support the Private Client Services team in managing complex estates and trusts, from probate through final settlement. The role emphasizes accuracy in fiduciary accounting, document preparation, and proactive client communication.

The ideal candidate has a bachelor’s degree or paralegal certificate, with experience in trust and estates and proficiency in Outlook, Word, and Excel.

Qualifications

• Bachelor’s degree or paralegal certificate preferred.
• Experience in Trust and Estates.
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs, or ProSystem fx.
• Proficiency with Outlook, Word, and Excel.

Responsibilities

• Maintain financial records for fiduciary accounting and tax preparation.
• Prepare fiduciary accountings.
• Prepare probate documents and related papers.
• Identify, gather and value decedent assets and administer estates from probate to final settlement.
• Frequent interaction with clients and their advisors.

Skills

Detail-Oriented

Growth Mindset

Communication

Education

Bachelor's degree

Paralegal certificate

Tools

Outlook

Word

Excel

Job description

Ballard Spahr, a national law firm, seeks a Trusts and Estates Paralegal to support the Private Client Services team in managing complex estates and trusts, from probate through final settlement. The role emphasizes accuracy in fiduciary accounting, document preparation, and proactive client communication.

The ideal candidate has a bachelor’s degree or paralegal certificate, with experience in trust and estates and proficiency in Outlook, Word, and Excel.