Trust and Estate Paralegal #ESF5618
Trust and Estate Paralegal #ESF5618
Posted on :
12-06-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 60000 - 70000
Vacancy
1 Vacancy
Posted on :
12-06-2025
Job Description
What’s in it for you!
- Grow fast at a results-driven wealth advisory firm!
- Own client relationships and make real impact!
- Work with sharp collaborative financial pros!
- Advance quickly with mentorship and leadership!
- Earn competitive pay and full benefits!
- Build a future where success fuels success!
If that’s you let’s talk!
Key Responsibilities
- Review interpret and summarize client estate planning documents (e.g. wills revocable/irrevocable trusts powers of attorney)
- Model estate and trust plans using internal planning tools
- Provide legal research support on estate gift and trust-related issues
- Coordinate with attorneys advisors and clients on trust and estate strategy
- Track estate planning progress and assist in document management and compliance
- Stay current on estate planning laws especially those impacting high-net-worth individuals
- Contribute to the seamless integration of estate planning within the firms holistic wealth planning process
Qualifications
- Minimum 5 years of trust and estate planning or administration experience
- In-depth understanding of estate planning concepts trust structures and legal documentation
- Paralegal certification or J.D. (non-practicing attorneys welcome to apply)
- Strong research document review and drafting skills
- Excellent written and verbal communication skills
- Proven ability to manage sensitive client information with discretion
- Highly organized and able to work independently in a fast-paced environment
- Local presence required — this is a full-time on-site role in Doylestown PA
Why Join
- Be part of a highly respected boutique firm with national reach and a deeply loyal client base
- Enjoy a collaborative client-first culture focused on long-term planning and real relationships
- Work closely with top financial advisors attorneys and industry experts
- Competitive compensation and benefits package offered
#INDEH123
Employment Type
Full Time
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