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Pennsylvania Probate Estate Planning Paralegal Jobs in Law Firm

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Pennsylvania Probate Estate Planning Paralegal Jobs in Law Firm - Related Job Titles

Estate Planning Probate Paralegal
United States
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 &... - 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 lists. -...

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,... including tracking tax-related deadlines and scheduling 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......

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

/ 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 a collaborative team. As...

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

forms. - Performing day-to-day office tasks. - Engaging in more advanced tasks such as bookkeeping. - Preparing real estate documents and estate plan... documents. - Assisting with estate probate and administration. Education and... Experience... Information: - Prior experience in bookkeeping, real estate, estate planning, and/or estat......

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

– Elder Law & Estate Planning Job Responsibilities: - Set up... client files. - 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 with the...

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

Job Title: Paralegal and Administrative Employee Job Responsibilities: The... will involve handling various paralegal and administrative tasks related... to estate planning. The individual will... aspects of a client's estate plan as allocated by... an attorney. Specific duties include: - Collecting financial information from...

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

Title: Trusts and Estates Paralegal Job Responsibilities: The Trusts and Estates... Paralegal will be responsible for... Key responsibilities include: - Filing probate documents: The paralegal will... handle the preparation... and filing of necessary probate documents to ensure compliance... as part of the estate planning pro...

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

Title: Legal Assistant/Paralegal Job Responsibilities: - Provide administrative support to three attorneys and enhance office effectiveness. - Type from written drafts and revise documents as needed. - Witness wills, powers of attorney (POAs), and other legal documents as requested. - Answer and direct incoming calls...

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....

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... file 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...

Posted On Sep 07, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Paralegal Job Responsibilities: The Planning Paralegal... role in supporting the estate planning and long-term care... planning... practice. This position involves... ensuring clients receive exceptional service Support: - Assisting clients with estate planning and long-term care... planning... matters. - Gathering, organizing, and......

Posted On Sep 07, 26
Full-time 12 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate Planning finance Insurance Software title trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law employee benefits Estate Planning finance Insurance Software title trusts Wills

in supporting clients with estate and long-term care planning... while ensuring high-quality service... delivery to both clients and internal staff. This remote position requires a strong understanding of law firm procedures and a commitment to integrity and excellence. Key responsibilities...

Posted On Sep 07, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
employee benefits finance Insurance Software title
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
employee benefits finance Insurance Software title

with supporting clients in estate and long-term care planning,... ensuring the delivery of... high-quality service to both clients and internal staff. This role necessitates a comprehensive understanding of firm procedures and a steadfast commitment to integrity and excellence. Key responsibilities...

Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
criminal data privacy Estate and Trust Estate Planning gift tax insurance coverage ordinances Partnership pension Privacy private client Software title

Legal Assistant - Private Client Services - Philadelphia H2: Job Description and Qualifications Law Firm: **Members Only.** Location: Philadelphia, PA Practice Area: Private Client Services Job Title: Legal Assistant - Private Client Services Salary: Competitive and commensurate with...

Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements Business Law Estate and Trust Estate Planning estates Family Law Government guardian Insurance Land Use Litigation trusts Wills

trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce... documents such as wills, trust agreements, and deeds. Draft correspondence, bills, and various documents pertaining to estates and trusts. - Provide support in gathering and preparing...

Posted On Aug 31, 26
Full-time 57 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

Legal administrative or paralegal: 1 year (Preferred) License/Certification:... Paralegal degree or certificate? (Preferred)... **Members Only,**, a busy Elder Law and Trust & Estate law firm located in... Bethlehem, PA, is currently seeking a full-time Legal Assistant/Paralegal to...

Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

Responsibilities: - Preparation of estate planning documents. - Preparation... of Medicaid applications. - Estate administration, including preparation and... filing of PA Inheritance Tax returns and related documents. - Coordination and communication with clients on a daily basis. - Collect, analyze,...

Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning health insurance LLC Medicaid Software

high degree of independence and organizational skills. Key responsibilities include: - Preparation of estate planning documents. - Preparation... and filing of Medicaid applications. - Estate administration, including the preparation... and filing of Pennsylvania Inheritance Tax returns and related documents. -...

Posted On Sep 01, 26
Full-time 1 views
Job Tags:
Estate Planning Financial Institutions LLC Probate trusts
Job Tags:
Estate Planning Financial Institutions LLC Probate trusts

meetings. - Draft and review estate planning documents. - Review documents... with clients and make revisions based on client comments. - Provide an extraordinary client experience. - Respond to clients' questions. - Communicate with client beneficiaries and agents. - Communicate with financial institutions and others when...

Posted On Aug 11, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning

Job Title: Planning Legal Assistant Job Responsibilities: Client &... Support - Assist clients with estate planning and long-term care... planning... by gathering, organizing, and... compiling asset and client information. - Prepare and maintain client information summaries, asset listings, and funded asset lists following trust...

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