What are the responsibilities and job description for the Trusts and Estates Paralegal position at Jobot?
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Job details:
This Jobot Job is hosted by: Farrell Ougheltree
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $100,000 per year
A bit about us:
Our client is a boutique full service law firm located in Huntingdon Valley.
Why join us?
Competitive salary commensurate with experience
Health, dental, and vision insurance
401(k) plan with employer contribution
Paid time off (PTO), including vacation, sick days, and holidays
Parental leave
Flexible work arrangements
Life and disability insurance
Opportunities for advancement within a collaborative and supportive team environment
Job Details
Position Summary:
We are seeking an experienced Trust and Estate Paralegal with a minimum of 3 years of hands-on experience supporting attorneys in estate/trust administration. The ideal candidate is detail-oriented, organized, and comfortable working directly with clients, fiduciaries, and financial institutions.
Key Responsibilities:
Assist in the administration of estates and trusts, including:
Preparing probate petitions and related court filings
Collecting and organizing asset information
Preparing 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.
Qualifications:
Minimum 3 years of experience as a trust and estate administration in a law firm.
Proficient in Microsoft Office Suite; experience with estate administration software a plus (e.g., GEMS, Lackner, WealthCounsel, or similar).
Excellent written and verbal communication skills.
High level of professionalism and discretion in handling sensitive client matters.
Bachelor’s degree and/or Paralegal Certificate required.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
This Jobot Job is hosted by: Farrell Ougheltree
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $75,000 - $100,000 per year
A bit about us:
Our client is a boutique full service law firm located in Huntingdon Valley.
Why join us?
Competitive salary commensurate with experience
Health, dental, and vision insurance
401(k) plan with employer contribution
Paid time off (PTO), including vacation, sick days, and holidays
Parental leave
Flexible work arrangements
Life and disability insurance
Opportunities for advancement within a collaborative and supportive team environment
Job Details
Position Summary:
We are seeking an experienced Trust and Estate Paralegal with a minimum of 3 years of hands-on experience supporting attorneys in estate/trust administration. The ideal candidate is detail-oriented, organized, and comfortable working directly with clients, fiduciaries, and financial institutions.
Key Responsibilities:
Assist in the administration of estates and trusts, including:
Preparing probate petitions and related court filings
Collecting and organizing asset information
Preparing 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.
Qualifications:
Minimum 3 years of experience as a trust and estate administration in a law firm.
Proficient in Microsoft Office Suite; experience with estate administration software a plus (e.g., GEMS, Lackner, WealthCounsel, or similar).
Excellent written and verbal communication skills.
High level of professionalism and discretion in handling sensitive client matters.
Bachelor’s degree and/or Paralegal Certificate required.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $75,000 - $100,000