Trust & Estates Paralegal

Description We are looking for an experienced Trust & Estates Paralegal to join our legal team in Philadelphia, Pennsylvania. In this role, you will work closely with attorneys and senior paralegals to manage the administration of estates and trusts, ensuring compliance with legal and financial requirements. The position requires an individual with strong attention to detail, excellent organizational skills, and a commitment to delivering outstanding service to clients. Responsibilities: u2022 Assist in the administration of complex estates and trusts, collaborating with attorneys and senior paralegals. u2022 Prepare and maintain fiduciary accountings and financial records for estate and tax purposes. u2022 Draft probate documents, inheritance tax returns, and estate tax returns while ensuring accuracy and compliance. u2022 Identify, value, and organize decedent's assets for estate administration, from probate to final settlement. u2022 Interact with clients and their advisors to address inquiries and provide updates on estate matters. u2022 Develop distribution schedules and family settlement agreements for estate and trust settlements. u2022 Utilize accounting and tax preparation software to generate tax projections and liquidity estimates. u2022 Participate in firm-mandated training programs to enhance knowledge and skills. u2022 Recommend process improvements to increase efficiency and support team productivity. u2022 Manage competing priorities effectively, ensuring timely completion of assignments. Requirements u2022 Bacheloru2019s degree or paralegal certification required. u2022 Minimum of 3 years of experience in trusts and estates administration preferred. u2022 Proficiency in accounting and tax preparation software such as OneSource, ProSystem fx, or equivalent. u2022 Strong communication skills, both written and verbal, with the ability to interact professionally with clients and advisors. u2022 Knowledge of estate planning, probate law, and fiduciary tax preparation. u2022 Advanced proficiency in Office applications, including Word, Excel, and Outlook. u2022 Ability to maintain confidentiality and demonstrate discretion in handling sensitive information. u2022 Strong organizational and time management skills to balance multiple tasks and deadlines. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-02-05