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Estate Planning Paralegal

Jobot

  • Berwyn, PA
  • Today
  • $70,000–$110,000 Per Year

Highlights

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Coordinating and communicating effectively with clients, attorneys, and other professionals to gather necessary information and facilitate estate planning processes.

Numbers & Facts

LocationBerwyn, PA
IndustryStaffing/Employment Agencies
Salary$70,000–$110,000 Per Year
Company Size100 to 499 employees
Year Founded2018
Websitehttp://www.jobot.com

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 "Quick 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 "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About Company

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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