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Pennsylvania Wealth Management Paralegal Jobs in Law Firm

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Pennsylvania Wealth Management Paralegal Jobs in Law Firm - Related Job Titles

Entry Level Legal Assistant ParalegalPatent ParalegalTrademark Promotion Paralegal
United States
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

Job Title: Taxation and Wealth Planning Paralegal Job Responsibilities: - Calendar... management, including tracking tax-related deadlines... and scheduling client calls/meetings. - Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. - Estate administration tasks, such as preparing and filing probate...

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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

/ 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 24, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Bankruptcy-General Corporate - General Litigation - Commercial Real Estate - General Probate Trusts and Estates - General
Job Tags:
Bankruptcy Business Law commercial litigation contracts document review estates health insurance Insurance Litigation pleadings spectrum Wills
Practice Area:
Bankruptcy-General Corporate - General Litigation - Commercial Real Estate - General Probate Trusts and Estates - General
Job Tags:
Bankruptcy Business Law commercial litigation contracts document review estates health insurance Insurance Litigation pleadings spectrum Wills

support across a broad spectrum of legal areas, including Business Law, Commercial Litigation, Real Estate, Bankruptcy, Wills & Estates, and more. Your proactive approach and strong organizational skills will enable you to assist attorneys with case management, document preparation, a...

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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

Title: Legal Secretary – 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...

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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 working in... Lackner Software for estate management. - Preparation of Pennsylvania... Tax Returns. - Proficient use of Microsoft Office for documentation and communication. - Management of multip...

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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

Paralegal Assistant - Private Wealth Services Job Responsibilities: The Paralegal Assistant... include assisting with document management, 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 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 at... the law firm plays a crucial role in supporting the estate planning and long-term care planning practice. This position involves ensuring clients receive exceptional service and that legal work is completed with...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements branding estates health insurance Insurance Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements branding estates health insurance Insurance Software trusts Wills

a Legal Assistant, you will be tasked with providing comprehensive administrative support to the Estates & Trusts Practice Group and its clients. The ideal candidate for this position will possess a strong work ethic, have exceptional problem-solving skills, and be...

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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

Title Legal Assistant Job Responsibilities - Assist attorneys by producing well-prepared and accurate documents. - Provide administrative support for the execution and administration of trust, decedents’ and guardian estates, wills intestacy, and other estate and trust matters. - Produce documents such as wills, trust agreements,...

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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

Title: Planning Legal Assistant Job Responsibilities: Client & Legal 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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Posted On Aug 18, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate - Leasing Workers\' Compensation Law - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal document review Estate Planning Transportation
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Residential) Real Estate - Residential Transactions Real Estate - Leasing Workers\' Compensation Law - General Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal document review Estate Planning Transportation

support and skills for specific legal practice areas, ensuring smooth case management and efficient office operations.... Your strong organizational skills will help facilitate legal processes, assist with document preparation, review various legal documents, and maintain confidentiality. Responsibilities - Assist with case...

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Posted On Aug 18, 26
Full-time 1 views
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Residential) Workers\' Compensation Law - General Workers\' Compensation Law - Claimants Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal document review Estate Planning Transportation
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Residential) Workers\' Compensation Law - General Workers\' Compensation Law - Claimants Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
criminal document review Estate Planning Transportation

support and skills for specific legal practice areas, ensuring smooth case management and efficient office operations.... Your strong organizational skills will help facilitate legal processes, assist with document preparation, review various legal documents, and maintain confidentiality. Responsibilities - Assist with case...

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Posted On Aug 02, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions LLC pleadings Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Financial Institutions LLC pleadings Probate Software

Job Title: Probate Paralegal Job Responsibilities: - Prepare and file... uncontested probate pleadings and related court documents. - Draft petitions, notices, inventories, accountings, declarations, receipts, and final distribution documents. - Coordinate court filings and monitor deadlines. - Communicate with clients, beneficiaries, financial institutions, and county...

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Posted On Jul 30, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance LLC special projects trusts Wills

Paralegal Job Responsibilities: Client Communication Relationship Management - Serve as a primary... point of contact for estate planning clients. - Communicate with clients via phone, email, and in person to gather information, answer questions, and provide updates. - Schedule client meetings and participate in document...

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Posted On Aug 05, 26
Part-time 22 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Software title trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning Probate Software title trusts Wills

Job Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal... will play a crucial... role in managing the estate planning practice at the law firm. This position requires a professional who is highly organized and client-focused, with a deep understanding of...

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Posted On Aug 05, 26
Full-time 2 views
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General Litigation - Trusts & Estates Litigation - Commercial
Job Tags:
Business Law Family Law Litigation LLC pleadings Software
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General Litigation - Trusts & Estates Litigation - Commercial
Job Tags:
Business Law Family Law Litigation LLC pleadings Software

Title: Legal Assistant Job Responsibilities: - Draft, proofread, and format correspondence, pleadings, and legal documents. - Organize and maintain client files, both physical and electronic. - Communicate with clients, courts, and opposing counsel in a professional and friendly manner. - Support attorneys with case preparation...

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Posted On Aug 04, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Litigation Media media law
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning health insurance Litigation Media media law

Title: Legal Assistant/Paralegal Job Responsibilities: The Legal Assistant/Paralegal position at the law firm involves a variety of tasks essential for supporting the legal team, particularly in the areas of estate planning, estate administration, and estate litigation. The candidate will be responsible for: -...

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Posted On Jul 29, 26
Full-time 3 views Experience : 5-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Software trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates health insurance Insurance Software trusts

Job Title: Paralegal - Trusts and Estates Job... primary responsibility of the Paralegal in the Trusts and... able to work independently as well as in a team environment. Key responsibilities include: - Utilizing estate management software, with a preference... for those experien...

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Posted On Jul 28, 26
Full-time 2 views
Practice Area:
Real Estate - General Real Estate - Residential Transactions Probate Trusts and Estates - General
Practice Area:
Real Estate - General Real Estate - Residential Transactions Probate Trusts and Estates - General

administration. - Operate a multi-line phone system efficiently. - Utilize Word for document preparation and management. - Provide support to attorneys... and staff within the firm. - Interact professionally with clients, particularly those who may be experiencing difficult situations. Education and Experience Information: - Some...

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