Trust and Estate Paralegal

The Trust and Estates Paralegal researches Pennsylvania estate planning, trust, estate and probate law, drafts legal documents including estate planning documents, handles trust and estate administration, provides client consultations and manages administrative tasks on behalf of the supervising attorney. The Trust and Estates Paralegal will also draft and file accountings as well as death and fiduciary tax returns.

ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES:

• Coordinate probate court filings and recordings, including research and familiarity with local rules and probate court
• Prepare probate administration paperwork, including administration accounts, court petitions, orders, deeds, certifications, etc.
• Coordinate post-death non-probate administration
• Communicate with clients and professional advisors relating to routine acts of estate administration
• Prepare Gift Tax, Estate Tax, and Fiduciary income tax returns.
• Input financial data to prepare and file accountings
• Work with clients’ financial advisors on proper titling of accounts.
• Prepare basic Estate Planning documents.
• Manage Estate Planning process through document signings.

KNOWLEDGE AND SKILLS REQUIRED:

• Candidate must have excellent communication skills both written and verbal
• Strong attention to detail, organizational skills and effective time management
• Self-motivated, flexible, with exceptional follow-through skills
• Proficient in Microsoft Office suite
• Capable of independently managing multiple projects

EDUCATION AND EXPERIENCE REQUIREMENTS:

• 5 years of experience working as a trust and estate paralegal with minimal supervision
• High school diploma or GED – Bachelors degree or paralegal certificate preferred
• Experience in Pennsylvania probate administration
• Knowledge of estate planning documents and concepts
• Experience with OneSource Estate and Trust, and CCH ProSystems platform a plus
• Must know how to prepare gift tax, estate tax, and fiduciary income tax returns
• Experience in local probate administration and with professional service vendors helpful
• Self-motivated, flexible, with exceptional follow-through skills

ADDITIONAL INFORMATION:

• Individual in this position will provide additional assistance and support as directed by their supervisor.
• Candidate must be flexible and able to work in the office at a minimum 2-3 times a week.
• Job may require occasional travel to the firm’s other offices
• This job description is subject to change at any time.

PAY TYPE:

• Hourly

COMPENSATION:

The pay for this position will be determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors. The anticipated pay range for this role is between $90k - $105k annually. Saul Ewing follows a hybrid work schedule. Candidates must reside within a reasonable commuting distance of one of our office locations.

BENEFITS:

Saul Ewing fosters a people first environment and one of the ways this is displayed is through its generous benefits. The firm is committed to offering a wide range of benefits to its benefit eligible employees to achieve wellness in all aspects of life, including:

• Medical, dental, and vision insurance
• Flexible spending accounts (FSA)
• Health savings account (HSA)
• Tuition reimbursement
• Generous paid time off
• 401(k) retirement savings plan
• Competitive salaries and year-end discretionary bonuses
• Paid leave options, including parental
• Saul Ewing University (learning and development programs taught by the firm’s training department)
• Family formation benefits

Saul Ewing is an Equal Opportunity Employer. We value diversity, seek qualified applicants, and make personnel decisions without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital or veteran status, citizenship, gender identity or expression, or any other legally protected status.