Trusts and Estates Paralegal - 3632092

Job Description

Job Description

Job Title: Estates & Trusts Paralegal

Location: Philadelphia, PA

Salary/Pay Rate: $130,000–$140,000

Work Environment: Onsite (5 days/week for first 90 days; eligible for 1 remote day per week thereafter)

Term: Permanent

Bachelor's Degree Required: No

Referral Fee: AMS will pay $500 should the person you refer get hired.

Overview

A highly regarded law firm is seeking an experienced Estates & Trusts Paralegal to join its Philadelphia office. This position offers the opportunity to support a sophisticated trusts and estates practice handling estate administration, trust administration, probate proceedings, and fiduciary matters for high-net-worth individuals and families.

The ideal candidate will have extensive experience managing estate and trust administration matters from inception through closing while working closely with attorneys, fiduciaries, financial institutions, and court personnel. This role is ideal for a detail-oriented professional who thrives in a collaborative, client-focused environment.

Responsibilities

• Assist attorneys with all phases of estate and trust administration.
• Prepare and file Pennsylvania probate and Orphan's Court documents.
• Coordinate estate openings, asset collection, distributions, and estate closings.
• Prepare fiduciary accountings and supporting documentation.
• Assist with the preparation of federal and Pennsylvania fiduciary income tax returns and estate tax returns.
• Communicate with executors, trustees, beneficiaries, financial institutions, and government agencies.
• Organize and maintain estate administration files and supporting documentation.
• Monitor critical deadlines and ensure timely completion of all probate and trust administration tasks.
• Assist with deed preparation and transfer documents as needed.
• Record billable time in accordance with firm requirements.

Qualifications

• 6+ years of estate and trust administration experience, preferably in a law firm.
• Strong working knowledge of Pennsylvania probate procedures and Orphan's Court Rules.
• Experience administering estates and trusts from opening through final distribution.
• Familiarity with fiduciary income tax and estate tax preparation processes.
• Experience preparing probate filings, inventories, accountings, and related court documents.
• Exceptional organizational, communication, and client service skills.
• Ability to manage multiple matters and deadlines simultaneously.
• Proficiency with Microsoft Office and legal document management systems.

Preferred Qualifications

• Experience with high-net-worth estate administration.
• Familiarity with estate accounting software and tax preparation software.
• Experience preparing deeds and transfer documents.
• Knowledge of Pennsylvania inheritance tax procedures.