Trust Estate Paralegal Jobs in Pennsylvania

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Trust Estate Paralegal Jobs in Pennsylvania - Related Job Titles

United States
Full-time Experience : Min 15 yrs required

Title: Chief Financial Officer Job Responsibilities: The Chief Financial Officer (CFO) is responsible for the comprehensive management of the financial operations of the law firm. The CFO's primary duties include financial reporting, budgeting, financial planning and analysis, treasury management, facilities oversight, insurance,...

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Posted On Sep 29, 26
Full-time 3 views

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

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

Taxation and Wealth Planning Paralegal Job Responsibilities: - Calendar management, including... of Federal and State estate Tax Returns and Federal... Gift Tax Returns. - Estate administration tasks, such as... and responding to clients. - Trust administration, including preparing withdrawal... right notices and appointments of...

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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 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 1 views Experience : Min 2 yrs required

Job Title: Paralegal II Job Responsibilities: The Paralegal II... work to support the Deputy Attorneys General and investigative staff. The primary responsibilities include: - Reviewing estate administration accountings submitted due... to charitable beneficiaries. - Gathering and reviewing documents for estate accounts, such as ......

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Posted On Sep 24, 26
Full-time

on the telephone. Education and Experience Information - Proven experience as a Legal Assistant or in a similar role, with specific experience in Estate and/or Trust Administration. - Strong administrative... skills with the ability to manage multiple tasks efficiently....

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Posted On Sep 24, 26
Full-time 1 views Experience : 2-5 yrs required

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 22, 26
Full-time 2 views Experience : 7-10 yrs required

Job Title: Senior-Level Paralegal Job Responsibilities: - Managing and supporting... all aspects of the estate administration process. - Drafting documents... inheritance tax returns for estates and estate-related real estate transactions. - Processing... and recording various documents with the appropriate local, state, and federal governments. -...

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Posted On Sep 27, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Paralegal Job Responsibilities: - Conduct legal research... using various law sources such as statutes, judicial decisions, legal articles, and media relevant to the company’s business operations and pending legal issues. - Prepare correspondence and documents, communicate with business partners and all...

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Posted On Sep 28, 26
Full-time Experience : Min 2 yrs required

Title: Legal Secretary Job Responsibilities: - Incorporating changes to legal documents - Generating comparisons of redlined document versions - Maintaining clear version control for documents with multiple rounds of edits - Typing legal documents and letters dictated by the attorney - Adding and maintaining data and...

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Posted On Sep 11, 26
Full-time 2 views

Title: Trusts and Estates Paralegal Job Responsibilities: - Assist senior paralegals... in administering complex estates and trusts. - Independently administer estates and trusts. - Post account information to a fiduciary accounting program. - Maintain financial records for fiduciary accounting and tax preparation. - Prepare fiduciary accountings. -...

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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 11, 26
Full-time 2 views Experience : 5-7 yrs required

Assistant/Paralegal will provide both paralegal and administrative support to... attorneys within the Corporate Practice Group. The essential duties and responsibilities encompass: - Preparing and filing corporate, LLC, and partnership organization and maintenance documents with Pennsylvania and other states. - Maintaining...

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Posted On Sep 16, 26
Full-time 2 views Experience : Min 15 yrs required

Client Development – Real Estate Industry Group Job Responsibilities: Client Development... strategic go-to-market plan that maximizes client value and ROI. - Maintain a comprehensive understanding of institutional real estate market dynamics, investment activities,... competitive trends, and emerging opportunities. Translate these insights into actionabl...

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Posted On Sep 28, 26
Full-time 22 views Experience : Min 3 yrs required

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 14, 26
Full-time 2 views Experience : 2-5 yrs required

Job Title: Paralegal - Estate/Trust Administrator Job Responsibilities: - Assist with... the administration of estates and trusts, including the preparation of probate petitions and related court filings, and the collection and valuation of assets. This is done with the instruction and guidance...

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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... firm that specializes in estate planning, elder law, and... estate and trust administration. The... primary responsibilities... in Lackner Software for estate management. - Preparation of... Pennsylvania Inheritance...

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Posted On Sep 20, 26
Full-time Experience : 3-5 yrs required

Position: Senior Paralegal – Estate Administration Job Title: Senior Paralegal... – Estate Administration Job Responsibilities: - Identify Estate... assets: The candidate will... that belong to an Estate. This includes a thorough... be considered during the Estate administration process. - Perform Probate... functions: The role...

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