Estate Planning, Estate Administration Paralegal

Role Overview

• Participate in client meetings and assist with discussions around estate plans and administration matters
• Communicate directly with clients, answering questions and providing updates on case status
• Serve as a trusted point of contact and help guide clients through processes
• Assist in drafting and reviewing estate planning documents
• Prepare and organize client information for plan design and execution
• Ensure accuracy and completeness of documents prior to signing
• Manage administration matters from intake through closing
• Work with executors, trustees, beneficiaries, and financial institutions
• Draft documents using estate planning and administration software
• Maintain organized and accurate client files
• Utilize systems such as Microsoft 365, CosmoLex, and Lawmatics

Requirements

• 3–5 years of experience in estate planning and estate and trust administration
• Experience drafting estate planning documents and administration filings
• Strong understanding of Pennsylvania estate and probate processes
• Ability to confidently participate in client conversations and support meetings
• Highly organized with strong attention to detail
• Proficiency with legal software and Microsoft Office
• Paralegal certificate, relevant education, or equivalent experience preferred

Benefits

• Salary range: $60,000, commensurate with experience
• Monthly KPI performance-based bonus opportunities
• 401(k) with employer match and potential profit sharing
• Medical benefits, 50% employer paid
• 3 weeks PTO plus paid holidays
• Ongoing training, CLEs, and professional development support