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Pennsylvania Estate Planning Legal Assistant Jobs in Law Firm

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Pennsylvania Estate Planning Legal Assistant Jobs in Law Firm - Related Job Titles

Temporary Real Estate Paralegal
United States
Posted On Oct 05, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking board of directors Employment Law equity finance Financial Institutions Insurance Labor and Employment Labor Law Litigation Partnership Property Management stage
Job Tags:
banking board of directors Employment Law equity finance Financial Institutions Insurance Labor and Employment Labor Law Litigation Partnership Property Management stage

firm. The CFO's primary duties include financial reporting, budgeting, financial planning and analysis, treasury management,... facilities oversight, insurance, and procurement. Reporting directly to the Chief Operating Officer, the CFO is tasked with monitoring and analyzing key financial metrics such...

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Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills
Practice Area:
Tax - Private Client Services Tax - Federal Real Estate - Tax Tax - State & Local Tax - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
estate tax estates executor Probate Software Taxation trusts Wills

Title: Taxation and Wealth Planning Paralegal Job Responsibilities: - Calendar management,... of Federal and State estate Tax Returns and Federal... Gift Tax Returns. - Estate administration tasks, such as... preparing and filing probate documents, and advising and responding to clients. - Trust administration, including...

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Posted On Sep 29, 26
Full-time 3 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Paralegal Job Responsibilities: 1. Client &... Legal Support - Assist clients... with estate planning and long?term care... planning... matters. - Gather, organize,... and compile client asset and personal information. - Prepare client information summaries, asset listings, and funded asset...

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Posted On Sep 25, 26
Full-time 3 views
Practice Area:
Corporate - General Corporate - Contract Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance renewals Wills
Practice Area:
Corporate - General Corporate - Contract Law Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions health insurance Insurance renewals Wills

detail-oriented Administrative Coordinator / Legal Assistant or Paralegal to... support both client work and internal firm operations. This role is ideal for someone who enjoys bringing organization to complex workflows, building structure, improving systems, and being a key part of...

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Posted On Sep 25, 26
Full-time 2 views Experience : 1-2 yrs required
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title
Job Tags:
Estate and Trust Estate Planning estate tax estates gift tax insurance coverage pension Privacy private client title

innovative solutions to the legal and business challenges presented... by today’s evolving global markets. Summary: The Private Client Services team at the law firm offers complex and sophisticated estate planning and estate and... trust administration services to individuals, charitable org...

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Posted On Sep 27, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Estate Planning Family Law health insurance pleadings Software trials
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Estate Planning Family Law health insurance pleadings Software trials

supporting the lawyers and ensuring smooth operation within the department. Key responsibilities include: - Drafting legal documents, pleadings, and correspondence... such as interrogatories, subpoenas, complaints, pretrial orders, and affidavits under the guidance of a lawyer. - Preparing various legal documents and correspond...

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Posted On Sep 22, 26
Full-time
Practice Area:
Real Estate - General Real Estate - Residential Transactions
Job Tags:
Estate Planning Insurance Probate Profit Sharing
Practice Area:
Real Estate - General Real Estate - Residential Transactions
Job Tags:
Estate Planning Insurance Probate Profit Sharing

Job Title: Legal Assistant Job Responsibilities: - Interacting with... and by email. - Filing legal documents and preparing forms. -... as bookkeeping. - Preparing real estate documents and estate plan... documents. - Assisting with estate probate and administration. Education and... experience in bookkeeping, real estate, estate planning, and/or estat......

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Agricultural Law criminal Elder Law Estate Planning health insurance Insurance LLC Software stage title Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Agricultural Law criminal Elder Law Estate Planning health insurance Insurance LLC Software stage title Wills

Job Title: Legal Secretary – Elder Law... & Estate Planning Job Responsibilities: - Set up... Prepare, format, and proofread legal documents from attorney drafts. -... Manage attorney calendars and filing deadlines, tracking matters through each stage of the process. - Prepare and file documents...

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Posted On Sep 18, 26
Full-time 5 views Experience : Min 1 yrs required
Job Tags:
Estate Planning Family Law health insurance Insurance Software
Job Tags:
Estate Planning Family Law health insurance Insurance Software

administrative support in a growing small firm setting. - Organize case filing systems to ensure all documents are properly sorted and easy to locate, along with other administrative duties as needed. - Act as a witness for estate planning signing appointments. - Manag......

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Posted On Sep 16, 26
Full-time 1 views
Practice Area:
Adoption Law Divorce Law Family Law - General Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review
Job Tags:
Estate Planning family Family Law health insurance Insurance pleadings Software trials
Practice Area:
Adoption Law Divorce Law Family Law - General Litigation - General (consumer) Litigation - Commercial Litigation - eDiscovery General Litigation - Document Review
Job Tags:
Estate Planning family Family Law health insurance Insurance pleadings Software trials

Job Title: Paralegal or Legal Assistant Job Responsibilities: - Draft legal... documents, pleadings, and correspondence... such as interrogatories, subpoenas, complaints, pretrial orders, affidavits, and other legal documents under the guidance... of a lawyer. - and manage correspondence and legal documents, including letters, pleadings,......

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Posted On Oct 09, 26
Full-time 7 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate Planning finance Financial Institutions Genetics Insurance Medicaid Software
Practice Area:
Estate & Tax Planning
Job Tags:
brokers Estate Planning finance Financial Institutions Genetics Insurance Medicaid Software

administrative tasks related to estate planning. The individual will... for managing all aspects of a client's estate plan as allocated by... an attorney. Specific duties include: - Collecting financial information from clients and financial institutions. - Preparing personal financial statements, flow charts...

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Posted On Oct 09, 26
Full-time 13 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Wills

Job Title: Legal Assistant/Paralegal Job Responsibilities: - Provide administrative... attorney (POAs), and other legal documents as requested. - Answer... and direct incoming calls in a courteous manner. - Maintain client files. - Greet clients and visitors. - Serve as a liaison between the attorney, clients, beneficiaries,...

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Posted On Sep 28, 26
Full-time 22 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Bankruptcy Business Law Environmental Law Estate Planning estates Family Law Insurance Litigation Probate restructuring trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Bankruptcy Business Law Environmental Law Estate Planning estates Family Law Insurance Litigation Probate restructuring trusts

include: - Filing probate documents: The paralegal will handle the preparation and filing of necessary probate documents to ensure compliance with legal procedures. - Preparing and filing... deeds: The role involves preparing and filing deeds as part of the estate planning pro...

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Posted On Sep 24, 26
Full-time 22 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software

Job Title: Estate Administration Paralegal Job Responsibilities:... The Estate Administration Paralegal position involves... firm that specializes in estate planning, elder law, and... estate and trust administration. The... in Lackner Software for estate management. - Preparation of... Pennsylvania Inheritance Tax Returns....

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Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials
Practice Area:
Estate & Tax Planning
Job Tags:
criminal depositions family Insurance Privacy Profit Sharing social security special projects trials

Job Title: Paralegal Assistant - Private Wealth Services Job... Responsibilities: The Paralegal Assistant provides essential clerical and... organization, and preparation of materials to support legal matters and practice group-specific... activities. Under direct supervision, the Paralegal Assistant ensures the timely completion... of wor...

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Posted On Sep 24, 26
Full-time 25 views Experience : 1-3 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Estate Planning Family Law Transportation
Practice Area:
Adoption Law Divorce Law Family Law - General
Job Tags:
Estate Planning Family Law Transportation

Legal Secretary Job Title: Legal Secretary Job Responsibilities: The... Legal Secretary at our growing... law firm plays a crucial role in supporting attorneys and team members to ensure an excellent client experience. Key responsibilities include: - Handling incoming calls in a pleasant and professional manner. -...

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Posted On Sep 24, 26
Full-time 21 views
Job Tags:
Elder Law Estate Planning family Government marketing Medicaid Software Taxation
Job Tags:
Elder Law Estate Planning family Government marketing Medicaid Software Taxation

Title: Community Liaison Job Responsibilities: - Network with community healthcare partners to drive referrals. - Attend healthcare networking events. - Present at community educational events or schedule events for attorney presentations. - Communicate with care providers and Medicaid case workers regarding eligibility. - Assist with filing...

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Posted On Sep 24, 26
Full-time 30 views
Job Tags:
Corporation Estate and Trust Estate Planning health insurance Insurance Partnership
Job Tags:
Corporation Estate and Trust Estate Planning health insurance Insurance Partnership

in tax preparation and planning for high-net-worth and ultra-high-net-worth... JD preferred, but not required. Knowledge of tax laws and regulations, including estate and gift tax planning,... individual and business tax... planning, and fiduciary income taxation.... Strong analytical, organizati...

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Posted On Sep 23, 26
Full-time 64 views Experience : Min 2 yrs required
Job Tags:
banking Estate Planning
Job Tags:
banking Estate Planning

Receptionist/Legal Administrative Assistant The candidate will greet... Provide administrative support to estate planning and trust and... estate administration attorneys and paralegals.... as a witness for estate planning signing appointments. Prepare... checks and deposits for estate administration files and perform... daily...

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Posted On Sep 14, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
commercial real estate criminal document review family finance Insurance organizational documents Privacy Profit Sharing social security Software special projects title
Job Tags:
commercial real estate criminal document review family finance Insurance organizational documents Privacy Profit Sharing social security Software special projects title

Job Title: Legal AI Automation Specialist and... closing processes. - Lead process automation initiatives from initial intake to deployment. - Scope, build, and refine legal workflow automations based on... continuous feedback from the transactional team. - Utilize AI-enabled legal tools to streamline documen......

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