- Prepare, assemble, and proof estate planning documents (wills, revocable trusts, durable powers of attorney, health care directives, pour-overs, funding instructions).
- Draft and format estate and trust accountings, schedules, inventories, and correspondence.
- Manage trust and estate administration tasks: probate filings, creditor notices, beneficiary communications, asset transfers, tax and court deadlines.
- Use Lackner software to draft plan documents, generate funding and transfer documents, and maintain client file templates.
- Coordinate with attorneys, clients, financial advisors, banks, and outside counsel to gather documentation and resolve issues.
- Maintain and update client matter files, calendaring, and docketing deadlines using firm practice management tools.
- Prepare and file court pleadings, petitions, and required estate/tax forms; arrange for e‑filing and service as needed.
- Conduct legal research on procedural and substantive trusts/estates issues; summarize findings for attorneys.
- Assist with client intake, conflict checks, billing entries, and timekeeping.
- Train junior staff on routine processes and use of Lackner where applicable.
- Minimum 3 years paralegal experience in trusts & estates or estate planning with demonstrable use of Lackner estate planning software for drafting and document assembly.
- Strong knowledge of Pennsylvania probate and trust administration procedures and deadlines.
- Excellent legal drafting, proofreading, and organizational skills; high attention to detail.
- Proficiency with Microsoft Office; comfortable learning firm practice management and e‑filing platforms.
- Exceptional client communication and interpersonal skills; professional demeanor.
- Ability to manage multiple matters and prioritize under deadlines.
- Paralegal certificate or degree preferred; membership in local paralegal association a plus.
- Familiarity with federal and state estate/gift tax filing procedures and basic tax concepts.
- Experience with elder law, Medicaid planning, or sophisticated estate plans (irrevocable trusts, tax planning trusts).
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Ruggiero Law Offices LLC is a leading estate planning firm located in Chester County, Pennsylvania. · ...
Paoli1 month ago
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Well-established Paoli law firm seeking an experienced Trusts & Estates Paralegal to support estate planning, trust administration, and probate matters. Ideal candidate has minimum 3 years hands‑on experience using Lackner estate planning software and strong client-service skills ...
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Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing. · This position ...
Wayne $80,000 - $105,000 (USD)1 week ago
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Gadsden Schneider & Woodward LLP is a boutique trust and estate law firm serving high-net-worth individuals and families. · We are seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing.This position ...
Wayne1 month ago
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Gadsden SchneiderWoodward LLP is a boutique trust and estate law firm seeking an experienced Estate Administration Paralegal to manage sophisticated estate and trust matters from inception through closing. · ...
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A background in legal or accounting (paralegal certificate four-year degree or relevant experience).Experience in trusts and estates especially handling estate administration and tax returns.Familiarity with any form of tax software.A knack for clear communication and excellent w ...
King of Prussia1 month ago
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Senior Estate Administration Paralegal · This position supports attorneys in the Estates Practice group to effectively handle client matters. Responsibilities include assisting attorneys in the preparation of estate and trust documentation, including but not limited to estate, in ...
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We are seeking an experienced Paralegal with a minimum of 5 years' experience in handling larger estates. The ideal candidate will have expertise in Estates software such as Lackner, computer proficiency in MS Word, Outlook and Excel. · ...
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Our client a high-end boutique law firm specializing in tax estate and business law is seeking a trusts and estates paralegal to join our team in Haddonfield NJ. · ...
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Trusts & Estates Paralegal - Paoli - Genuine Search Group
Description
Well-established Paoli law firm seeking an experienced Trusts & Estates Paralegal to support estate planning, trust administration, and probate matters. Ideal candidate has minimum 3 years hands‑on experience using Lackner estate planning software and strong client-service skills.
Key Responsibilities
Required Qualifications
Desired Skills
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trusts and estates paralegal
Only for registered members Paoli
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Trusts & Estates Paralegal
Only for registered members Paoli
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Trusts & Estates Paralegal
Stradley Ronon- Malvern
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Trusts & Estates Paralegal
Stradley Ronon Stevens & Young LLP- Malvern
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Estate Administration Paralegal
Full time Only for registered members Wayne
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Estate Administration Paralegal
Only for registered members Wayne
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Estate Administration Paralegal
Only for registered members Wayne
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Estate Administration Paralegal
Only for registered members Wayne, PA
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Trust and Estates Paralegal
Only for registered members King of Prussia
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Trust and Estates Paralegal
Only for registered members King of Prussia
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Senior Estate Administration Paralegal
Howard-Sloan Search- King Of Prussia
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Senior Estate Administration Paralegal
Only for registered members King of Prussia
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PARALEGAL- Trusts and Estates
Only for registered members East Norriton, PA
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Trust and Estate Paralegal
Only for registered members Haddonfield
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Real Estate Paralegal
Only for registered members New Castle
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Trust & Estates Paralegal
Only for registered members Philadelphia
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Trusts & Estates Paralegal
Only for registered members Newark, NJ
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Trust and Estate Paralegal
Only for registered members Haddonfield
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Trusts and Estates Paralegal
Only for registered members Lower Moreland Township
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Estate Planning Paralegal
Only for registered members Philadelphia, PA