Trust & Estate Paralegal
A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid schedule in Philadelphia. The team represents executors, trustees, and beneficiaries in all areas of trust and estate administration — including estate settlement, tax return preparation and audits, ongoing trust accounting, and implementation. The firm seeks a detail-oriented and experienced paralegal who takes a practical and personalized approach to client service. <br> Ideal Candidate: The successful candidate will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and trust procedures, strong interpersonal skills to build relationships with clients, and the ability to handle confidential matters with discretion. <br> experience in candidates with estate planning law firm experience should reach out directly to Kevin Ross at Robert Half in Philadelphia.
Responsibilities: Serve as primary point of contact for personal representatives, beneficiaries, financial advisors, and accountants. Manage all aspects of estate administration, including probate filings, asset collection and valuation, payment of debts and expenses, and preparation of Federal and State estate and inheritance tax returns. Coordinate with accountants for income and fiduciary return preparation, facilitate tax payments and beneficiary distributions, and prepare fiduciary accountings with moderate attorney supervision. Prepare Federal gift tax returns. Support delivery of family office services for a customized client experience. Qualifications: Minimum of 3-5 years’ experience in a legal environment, preferably focused on trust and estate administration. Bachelor’s degree and/or paralegal certificate required. Proficient in Microsoft Office Suite (including Excel) with familiarity in advanced accounting functions. Experience with Trustdesk preferred; knowledge of OneSource a plus. Exceptional attention to detail, strong organizational skills, and ability to manage multiple priorities in a fast-paced setting. Excellent written and verbal communication skills. Proven ability to handle sensitive information with the utmost discretion.
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- Philadelphia, PA
- onsite
- Permanent
-
85000.00 - 125000.00 USD / Yearly
- A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group on a hybrid schedule in Philadelphia. The team represents executors, trustees, and beneficiaries in all areas of trust and estate administration — including estate settlement, tax return preparation and audits, ongoing trust accounting, and implementation. The firm seeks a detail-oriented and experienced paralegal who takes a practical and personalized approach to client service. <br> Ideal Candidate: The successful candidate will have 5+ years of experience in trust and estate administration, advanced knowledge of estate and trust procedures, strong interpersonal skills to build relationships with clients, and the ability to handle confidential matters with discretion. <br> experience in candidates with estate planning law firm experience should reach out directly to Kevin Ross at Robert Half in Philadelphia.
- 2025-10-09T16:38:43Z