Estate & Trust Administration Paralegal | Phoenixville, PA

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An established Pennsylvania law firm is seeking an experienced Estate & Trust Administration Paralegal or Legal Assistant to join its Phoenixville trusts and estates practice.

This is an opportunity for a skilled legal professional who enjoys managing estate administration matters, working directly with clients, and helping families navigate the complexities of probate and trust administration.

The position offers meaningful independence, direct attorney collaboration, and an established team committed to high-quality legal services.

Estate & Trust Administration Paralegal Responsibilities

• Independently coordinate estate and trust administration matters under attorney supervision.

• Prepare Pennsylvania probate documents, petitions, and court filings.

• Prepare Pennsylvania inheritance tax returns and assist with federal estate tax returns.

• Gather and organize asset, debt, expense, and valuation information.

• Prepare estate and trust accountings, asset inventories, and family settlement agreements.

• Communicate with executors, trustees, beneficiaries, accountants, and financial institutions.

• Monitor deadlines, coordinate documentation, and maintain accurate matter records.

• Manage approximately 10–15 active estate matters, with additional files approaching completion.

• Collaborate with attorneys to ensure accurate, timely administration of estates and trusts.

Estate & Trust Administration Paralegal Qualifications

• Ideally 5 years of estate-related legal experience.

• Strong Pennsylvania estate and trust administration experience preferred.

• Experience preparing Pennsylvania inheritance tax returns and estate accountings strongly preferred.

• Federal estate tax return experience is a plus.

• Excellent organization, attention to detail, and deadline management.

• Strong written and verbal communication skills.

• Compassionate, professional approach to working with clients and families.

• Ability to work independently while maintaining appropriate attorney oversight.

• Experience with Lackner, Clio, or comparable legal software is beneficial.

Estate & Trust Administration Paralegal Schedule & Work Environment

• Full-time, approximately 37.5 hours per week.

• Primarily onsite in Phoenixville, PA.

• Initial onsite training, with ongoing attorney guidance.

• Limited hybrid flexibility may be considered after training.

Estate & Trust Administration Paralegal Benefits

The firm offers medical, dental, and vision insurance; retirement benefits; paid time off; paid holidays; employer-paid life and disability insurance; and additional employee benefits.

Join an established legal practice where your experience, judgment, and commitment to client service will be valued.

 

JOB ID: 183290

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Renee Tabak

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