Estates and Trusts Paralegal (Hybrid, Philadelphia PA)

Philadelphia, PA
Full Time
Mid Level

This position is a hybrid opportunity. It will be 3 days on-site and 2 days remote weekly. The salary is $75-85k/yr depending on experience 

Responsibilities 

  • Perform trust and estate administration
  • Work with clients financial advisors on titling of accounts
  • Coordinate probate court filings and recordings
  • Prepare estate tax, gift tax and fiduciary income tax returns
  • Effectively communicate with clients and professional advisors

Requirements 

  • 5+ years estates and trusts experience
  • Experience with State Probate administration
  • Experience with Zane is preferred but not required
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