Trust & Estates Paralegal

Top-rated law firm in Philadelphia with low billable hours. We were founded in 1933, and are a distinguished law firm with a national presence, boasting offices in key cities such as Philadelphia, Washington, D.C., and New Jersey. With a team of seasoned attorneys specializing in a wide spectrum of legal areas, including corporate law, litigation, intellectual property, and real estate, we are renowned for our commitment to excellence and a client-centric approach. Our enduring dedication to upholding the highest ethical and professional standards, coupled with our innovative strategies, makes us a trusted partner for clients seeking tailored, efficient, and top-tier legal solutions.

Key Responsibilities:

• Assist attorneys in the preparation and filing of probate and trust administration documents.
• Draft, review, and file legal documents, including wills, trusts, powers of attorney, and estate planning documents.
• Conduct legal research related to trust and estate matters.
• Manage and organize client files, ensuring all documentation is up-to-date and accurately maintained.
• Communicate with clients, beneficiaries, and financial institutions to gather necessary information and documentation.
• Coordinate and assist in the transfer of assets, including real estate, investments, and personal property.
• Prepare and maintain detailed records of estate and trust transactions.
• Assist with the preparation of estate tax returns and other tax-related documents.
• Schedule and coordinate meetings, court appearances, and client consultations.
• Provide administrative support to attorneys as needed.

Qualifications:

• Bachelor’s degree or paralegal certificate from an accredited program.
• Minimum of 5 years of experience as a paralegal, focusing on trust and estate law.
• Strong knowledge of probate and estate administration procedures.
• Proficiency in legal research tools and software.
• Excellent written and verbal communication skills.
• High level of attention to detail and organizational skills.
• Ability to manage multiple tasks and prioritize effectively.
• Strong interpersonal skills and ability to work collaboratively with a team.
• Proficiency in Microsoft Office Suite and legal case management software.