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Estate Planning Paralegal Jobs in Pennsylvania

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Estate Planning Paralegal Jobs in Pennsylvania - Related Job Titles

Elder Law Estate Planning ParalegalEstate Administration ParalegalEstate Probate Paralegal Estate Settlement ParalegalEstate Tax ParalegalEstates Paralegal Estates Trusts Tax ParalegalSubrogation 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 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. -...

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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 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 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

Job Title: Family Law Paralegal Job Responsibilities: The Family Law Paralegal... at the law firm... will be responsible for a variety of duties essential to supporting the lawyers and ensuring smooth operation within the department. Key responsibilities include: - Drafting legal documents, pleadings,...

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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

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......

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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

provides 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 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. - Prepare and manage correspondence and legal documents, including letters,...

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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

– 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 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 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... Filing probate documents: The paralegal will handle the preparation... 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... 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 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 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

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. - Scanning...

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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

Provide administrative support to estate planning and trust and... estate administration attorneys and paralegals.... 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 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

Title: Legal AI Automation Specialist and Closing Coordinator Job Responsibilities: - Collaborate with attorneys and paralegals to identify transactional frictions and develop customized AI-based solutions to enhance closing processes. - Lead process automation initiatives from initial intake to deployment. - Scope, build, and refine...

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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... 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 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...

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