Trust and Estates Paralegal Job at Robert Half (Needham)

Trust and Estates Paralegal

We are looking for an experienced and detail-oriented Trust and Estates Paralega...

Location

United States , Grove City

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least three years of experience as a trust and estates paralegal
Advanced knowledge of Pennsylvania inheritance tax return preparation and estate administration practices
Proficiency in the Lackner System or comparable estate management software
Ability to work onsite with some flexibility for personal scheduling needs
Excellent communication skills and a detail-oriented approach in client interactions
Strong ability to work independently while managing multiple cases simultaneously
Familiarity with residential and commercial real estate transactions related to estate matters

Job Responsibility

Oversee the administration of up to 25 trust and estate cases simultaneously, ensuring accuracy and progress at various stages
Prepare and submit Pennsylvania inheritance tax returns while handling all related estate administration tasks
Support estate planning and succession planning by maintaining thorough documentation and compliance standards
Coordinate residential and commercial real estate transactions associated with estate matters
Build and maintain strong client relationships by providing clear communication and updates throughout each process
Work onsite five days a week to collaborate with team members and provide a consistent presence
Utilize the Lackner System or similar estate management software efficiently for case tracking and administration

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
access to top jobs, competitive compensation and benefits, and free online training

Trust & Estates Paralegal

We are looking for a skilled paralegal to support a practice focused on trust ad...

Location

United States , Palo Alto

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3 to 8+ years of paralegal experience in a law firm or similar legal environment
Background in trust administration, probate, civil litigation, or a combination of these practice areas is preferred
Demonstrated ability to manage multiple active matters while maintaining accuracy and strong attention to detail
Confidence working independently within a structured process-driven setting
Strong written and verbal communication skills for interacting with clients, attorneys, and internal staff
Experience tracking deadlines, organizing legal documents, and supporting filings and case logistics
Familiarity with Clio or comparable case management software is an advantage

Job Responsibility

Manage trust and estate matters from initial intake through final distribution, helping ensure each stage is completed accurately and on schedule
Draft and assemble administration documents such as notices, asset inventories, and other matter-related materials
Monitor court dates, filing requirements, and internal deadlines so that cases continue moving forward without delay
Support litigation matters by preparing discovery materials, organizing responses, and coordinating document production
Assist with filings, service coordination, and other procedural steps required for active civil or probate-related disputes
Maintain orderly electronic case files in Clio and keep records, correspondence, and supporting documents easy to access
Prepare exhibits, binders, and case materials for hearings, meetings, and other attorney needs
Communicate with clients to collect information, request records, and clarify outstanding items needed for case progress
Work with attorneys and administrative staff to follow firm processes, confirm next steps, and keep matters advancing efficiently

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Trust & Estates Paralegal

BrainWorks is working with a top law firm in New York looking for an experienced...

Location

United States , New York

Salary:

Not provided

BrainWorks

Expiration Date

Until further notice

Requirements

Minimum of 3 years of T&E experience
Bachelor’s Degree
Paralegal Certificate and/or a combination of either with work experience
Strong organizational skills
Strong written/verbal skills
Strong interpersonal skills

Job Responsibility

Handle all phases of estate and trust administration, including probate
Prepare federal and state estate tax returns and fiduciary accountings
Extensive communication with clients
Distribute of estate assets and trust funding
Deed work

What we offer

Competitive compensation
Nice benefits
Collegial work environment
Hybrid work schedule

Paralegal - Trusts and Estates Dispute Team

As a Legal Assistant or Paralegal, you’ll play a key role in supporting our top-...

Location

United Kingdom , Bristol

Salary:

Not provided

Ampa - Legal & Professional Services

Expiration Date

Until further notice

Requirements

a minimum of 6 months’ experience in an administrative role gained within a legal or professional services environment
confidence with IT systems to include Microsoft Word and Excel
a minimum grade C pass at GCSE (or equivalent) in English Language and Mathematics
the ability to work well in a team and develop good working relationships with colleagues and others
good communication skills with the confidence to liaise openly and clearly with colleagues and clients
the ability to produce a high standard of work, sometimes under pressure, whilst maintaining accuracy and good attention to detail
to be able to demonstrate flexibility, initiative and confidence in your own ability
highly enthusiastic, willing to the extra mile and be happy to go beyond the job description
respectful towards others and have a positive, willing and ‘can do’ attitude
keen to learn, interested in driving your own career progression and be proactive in taking ownership of this

Job Responsibility

opening and closing of electronic files
using a case management system to process and progress cases
taking telephone calls and messages, handling queries and enquiries
photocopying, scanning, faxing, printing, filing and collating documentation
archiving, storage and retrieval of documentation (electronic and paper versions)
typing of documents and correspondence
processing incoming and outgoing post and arranging couriers
managing diaries for the team, booking appointments and making travel arrangements
assisting with financial administration, liaison with finance team, processing cheque requests and expenses, preparation and despatch of invoices and collecting payment
maintaining data on Excel spreadsheets

What we offer

agile working
blended approach to where and how we work
access to award-winning learning
flexibility built on trust
opportunities to collaborate across a diverse network of specialists

Fulltime

Trust and Estate Paralegal

Our client is seeking a Trust and Estate Paralegal to join their team in a on-si...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience in related field
Strong organizational and time management skills
Excellent written and verbal communication
Proficiency in Microsoft Office and/or relevant systems
Ability to handle sensitive or confidential information with discretion
Detail-oriented with the ability to multitask and meet deadlines

Job Responsibility

Draft estate planning documents (wills, trusts, POAs, healthcare directives)
Support trust administration, including asset collection, distributions, and accountings
Prepare and file probate documents
track court deadlines
Assist with trust funding (deeds, asset transfers, beneficiary updates)
Gather financial records and prepare asset inventories/valuations
Communicate with clients, beneficiaries, and financial institutions
Assist with estate and fiduciary tax prep alongside attorneys/CPAs
Maintain organized files and monitor key deadlines

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Trust and Estate Administration Paralegal

Our client, a leading Elder Law Firm located in Cherry Creek is seeking a 2 plus...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 years of experience of working in a professional services environment
Strong and professional client relations skills
Strong computer skills including Microsoft Word, Excel, Outlook and digital documents
Exceptional skills for project/case organization and attention to detail
At least 2 years of paralegal or comparable experience in a legal or services setting
Background supporting trust and estate administration, probate, estate planning, or related transactional legal work
Strong ability to build client relationships and communicate effectively with attorneys and external contacts
Proficiency with Microsoft Word, Excel, Outlook, and digital document management tools
Excellent organizational skills with the ability to manage deadlines, priorities, and detailed case materials
High level of accuracy, discretion, and attention to detail when handling sensitive legal and financial information

Job Responsibility

Drafting legal documents documents and correspondence
Draft court filings and other government filings (IRS and Secretary of State)
Gathering and reviewing documentation from clients and third parties to determine tasks of administration and case priorities
Asset and creditor evaluation and analysis
Perform and assist in tasks for funding trusts and entities, including titling and retitling of assets
Attorney/Client meetings and communication, including with other professionals and advisors
Assist in preparation of 706/709 Estate and Gift tax returns
Draft other legal documents, such as Estate Planning documents, Entity formation and operations documents, pre/post martial planning documents
Providing support to and working with a senior paralegal
Performing general file management, including file (physical and digital) creation, routine maintenance and closure

What we offer

health insurance
dental insurance
vision insurance
401k
life and disability insurance
PTO
HSA
FSA
FMLA
paid holidays

Fulltime

Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paral...

Location

United States , Boston

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of paralegal experience in trusts & estates
Strong experience supporting estate planning, probate, and trust administration matters
Knowledge of Massachusetts probate and trust administration procedures
Excellent written and verbal communication skills, proofreading ability, and attention to detail
Strong organizational skills with the ability to manage multiple priorities and deadlines
Ability to interact professionally with clients, families, fiduciaries, and professional advisor
Experience working with Microsoft Office Suite and legal document management systems
Ability to maintain confidentiality and handle sensitive information
Paralegal certificate preferred but not required

Job Responsibility

Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing
Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence
Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts
Assist with the preparation and filing of estate tax and gift tax returns
Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties
Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents
Prepare assignments of interest documents
coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions
Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings
Maintain organized client files and assist with ongoing matter management

What we offer

bonuses
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estates Paralegal

We are looking for an experienced Paralegal to support a legal practice focused ...

Location

United States , Brielle

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of hands-on experience as a paralegal or legal assistant in estate planning, probate, estate administration, or related litigation
Demonstrated ability to draft legal documents and correspondence with a high degree of accuracy and attention to detail
Strong knowledge of probate procedures, estate planning documentation, and estate-related court processes
Clear written and verbal communication skills with the ability to interact professionally with clients, attorneys, and court staff
Excellent organizational skills and the ability to prioritize multiple deadlines in a fast-paced legal environment
Proficiency with Microsoft Office and legal case management or document management software
Paralegal certification is preferred, though substantial relevant experience will be given greater consideration
Ability to work effectively both independently and as part of a collaborative legal team

Job Responsibility

Prepare and revise legal paperwork for estate disputes, including pleadings, motions, orders to show cause, discovery materials, and related court filings
Assist with the creation and execution of estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives
Support probate and trust administration by organizing filings, coordinating required documentation, and helping move matters through the court process
Communicate with court personnel, clients, and other parties to facilitate filings, scheduling, and status updates on active matters
Maintain well-organized electronic and paper case files so records remain current, complete, and easy to retrieve
Assemble agendas, summaries, and supporting documents for attorney and client meetings
Help manage litigation support tasks by tracking deadlines, preparing correspondence, and organizing materials for hearings or trial preparation

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in our company 401(k) plan

Select Country

Trust and Estates Paralegal

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Trust and Estates Paralegal

Trust and Estates Paralegal

Trust & Estates Paralegal

Trust & Estates Paralegal

Paralegal - Trusts and Estates Dispute Team

Trust and Estate Paralegal

Trust and Estate Administration Paralegal

Trusts & Estates Paralegal

Estates Paralegal

Our AI answers in your language