Estate Planning Paralegal

Jobot

Legal
Berwyn, PA, United States$70K–$110K/yrPosted July 20, 2026Ref: 28213_227003021
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Job Description

Great firm, working closely with partner!

This Jobot Job is hosted by: Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $70,000 - $110,000 per year

A bit about us:

Our client is an extremely well known and respected boutique trust and estate firm.

Why join us?

401K
PTO
Medical
Dental
Vision

Job Details

Responsibilities:

1. Assisting in the preparation and review of estate planning documents including wills, trusts, powers of attorney, and health care directives.
2. Providing comprehensive transactional legal support, including drafting, reviewing, and filing legal documents.
3. Managing and organizing client files and documents, ensuring all information is up-to-date and readily accessible.
4. Conducting legal research and preparing legal memorandums as required.
5. Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.
6. Assisting in the administration of trusts and estates, including probate proceedings.


Qualifications:

1. A minimum of 5 years of experience as an Estate Planning Paralegal or a similar role in the legal industry.
2. A bachelor's degree in law, paralegal studies, or a related field. A paralegal certification is highly desirable.
3. Proficiency in estate planning software and various legal research tools.
4. Extensive knowledge and understanding of estate planning, probate laws, and trust administration.
5. Exceptional transactional legal support skills, with a keen eye for detail and accuracy.
6. Excellent written and verbal communication skills, with the ability to liaise effectively with clients, attorneys, and other stakeholders.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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