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Trusts & Estates Paralegal/Legal Assistant
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Based on Pennsylvania data
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What they do
A Real Estate Agent works with clients to help them buy, sell or rent property. Works with and represents either a buyer or a seller in real estate transactions, and specializes in residential, commercial or other types of property. Offers clients up to date knowledge of local communities, real estate markets and prices. May be licensed to operate a real estate business.
$89,950 / year median in Pennsylvania
-5% projected decline
Job Description
Key Responsibilities:
Assist attorneys with the administration of trusts and estates Prepare and organize estate planning documents including wills, trusts, powers of attorney, and related materials Coordinate asset collection and prepare inventories, accountings, and related documentation Draft probate forms, client correspondence, and court filings Communicate with clients, beneficiaries, financial institutions, fiduciaries, and outside advisors Manage deadlines, calendars, and case progression to ensure timely completion of tasks Maintain detailed client files in accordance with firm procedures Support attorneys with execution of estate planning documents and follow up tasks Perform research and assist with document preparation for trust funding and estate settlementQualifications:
Prior experience as a trusts and estates paralegal or legal assistant in a law firm is required Strong understanding of estate planning documents, probate procedures, and trust administration Ability to prepare drafts of routine probate documents and assist with fiduciary accountings Exceptional organizational and multitasking abilities with high attention to detail Strong communication and client service skills Proficiency with legal software and Microsoft Office Ability to manage confidential client information with discretion Comfortable working both independently and collaboratively with attorneys and staff This posting is a representative sample of the types of roles we typically place with our clients.Benefits:
Depending on the specific client, location, and role, the benefits may include PTO, medical, dental, vision, term life and AD&D insurance, short-term disability and long-term disability, additional voluntary benefits, EAP program, commuter benefits, wellness plans, and a 401k plan or a non-qualified deferred compensation plan. Additionally, you may be eligible for paid leave including Paid Sick Leave or other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Bonus eligibility and amount are based upon company and/or individual performance.Pay Details:
$55,000.00 to $75,000.00 per year Search managed by: R. Caleb Doyle Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance forEmployers San Francisco Fair Chance Ordinance Massachusetts Candidates Only:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.Benefits
- Paid Time Off (PTO)
- Sick Leave
- 401(k) Plans
- Other Retirement and Savings