Pennsylvania Trust Administration Estate Planning Paralegal Jobs in Law Firm

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

United States
Full-time Experience : Min 15 yrs required

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 Sep 29, 26
Full-time 3 views

Job Title: Planning Paralegal Job Responsibilities: 1. Client &... - Assist clients with estate planning and long?term care... planning... matters. - Gather, organize,... asset lists. - Perform trust funding tasks in accordance... with law firm policies and procedures. - Update ownership and...

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Posted On Oct 01, 26
Full-time 6 views Experience : Min 3 yrs required

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 responding to clients. - Trust administration, including preparing withdrawal... right... notices and appointments...

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Posted On Sep 25, 26
Full-time 3 views

/ 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...

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Posted On Sep 25, 26
Full-time 2 views Experience : 1-2 yrs required

Job Title: Estates and Trust Coordinator Department: Private Client Services Overview:... 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 15, 26
Full-time 2 views Experience : Min 2 yrs required

– 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...

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Posted On Sep 24, 26
Full-time 22 views Experience : Min 3 yrs required

Job Title: Estate Administration Paralegal Job Responsibilities: The... Estate Administration Paralegal position involves working... firm that specializes in estate planning, elder law, and... estate and trust administration. The... primary responsibilities... include:... in Lackner Software for estate management. - Preparation of......

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Posted On Sep 14, 26
Full-time 2 views Experience : 1-3 yrs required

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...

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Posted On Sep 23, 26
Full-time 64 views Experience : Min 2 yrs required

to estate planning and trust and estate administration attorneys... deliver all mail to the appropriate individuals. Act as a witness for estate planning signing appointments. Prepare... and record checks and deposits for estate administration files and perform... daily... banking tri...

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Posted On Sep 05, 26
Full-time 51 views Experience : 3-5 yrs required

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...

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Posted On Sep 07, 26
Full-time 12 views

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...

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Posted On Sep 07, 26
Full-time 4 views

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...

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Posted On Sep 07, 26
Full-time 6 views

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......

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Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required

execution and administration of trust, decedents’ and guardian estates,... 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...

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Posted On Aug 31, 26
Full-time 57 views Experience : Min 1 yrs required

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...

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Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required

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,...

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Posted On Aug 31, 26
Full-time 2 views Experience : Min 1 yrs required

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. -...

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Posted On Aug 11, 26
Full-time 4 views

Job Title: Planning Legal Assistant Job Responsibilities: Client &... Support - Assist clients with estate planning and long-term care... planning... by gathering, organizing, and... funded asset lists following trust funding. - Perform trust funding... tasks in accordance with law firm policies, including updating ownership...

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Posted On Aug 09, 26
Full-time 36 views Experience : 3-3 yrs required

for advancement and growth Competitive salary based on experience and qualifications **Members Only,** is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and do not discriminate in employment opportunities or practices on...

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