Trust & Estates Paralegal Opportunity at Robert Half in Philadelphia, PA

Robert Half is proud to present an exceptional career opportunity for a skilled Trust & Estates Paralegal in the heart of Philadelphia, Pennsylvania. As a global leader in professional services, Robert Half connects top talent with premier legal firms seeking expertise in estate planning, probate, and trust administration. This full-time role offers the chance to immerse yourself in complex estate matters, working alongside seasoned attorneys and senior paralegals in a dynamic, client-focused environment. If you thrive on meticulous detail, regulatory compliance, and delivering superior client service, this position is your gateway to a rewarding career in trusts and estates law support.

About the Role

In this pivotal Trust & Estates Paralegal position, you will play a critical role in managing the full lifecycle of estate and trust administrations. From initial asset inventory to final distributions, your contributions will ensure seamless compliance with Pennsylvania probate laws, federal tax regulations, and fiduciary standards. Philadelphia's vibrant legal market demands professionals who can handle high-value estates with precision, and Robert Half is committed to placing you in a firm where your skills can shine. Expect a collaborative atmosphere where your organizational prowess and financial acumen directly impact client outcomes and firm efficiency. With Robert Half's backing, you'll have access to cutting-edge resources and continuous professional growth opportunities tailored to trusts and estates specialists.

Key Responsibilities

Your day-to-day duties will encompass a broad spectrum of essential tasks designed to support comprehensive estate administration:

• Collaborate closely with attorneys and senior paralegals to administer complex estates and trusts, navigating probate proceedings from inception to closure.
• Prepare accurate fiduciary accountings, financial records, and reports required for estate tax filings and ongoing trust management.
• Draft critical documents including probate petitions, inheritance tax returns, federal estate tax returns (Form 706), and related filings, ensuring full compliance with state and federal guidelines.
• Conduct thorough asset identification, valuation, and organization, appraising real estate, securities, business interests, and personal property for decedent estates.
• Serve as a primary point of contact for clients, heirs, and financial advisors, providing timely updates, resolving inquiries, and fostering strong relationships.
• Develop detailed distribution schedules, family settlement agreements, and waivers to facilitate smooth estate and trust settlements.
• Leverage specialized accounting software (e.g., TrustQuay, Fiserv, or QuickBooks) and tax preparation tools to produce precise tax projections, liquidity analyses, and cash flow forecasts.
• Actively participate in mandatory firm training on evolving estate laws, tax codes, and best practices to maintain cutting-edge expertise.
• Proactively identify and recommend process improvements, such as workflow automation or document management enhancements, to boost team productivity and reduce turnaround times.
• Masterfully manage multiple competing priorities in a fast-paced setting, meeting strict deadlines for court filings, tax submissions, and client deliverables.

Required Qualifications

To excel as a Trust & Estates Paralegal at this level, candidates must bring a proven track record and key competencies:

• 3+ years of direct experience in trusts, estates, and probate paralegal work within a law firm or fiduciary services environment.
• Associate's or Bachelor's degree in Paralegal Studies, Legal Studies, Accounting, or a related field; paralegal certification (e.g., NALA or NFPA) strongly preferred.
• Deep knowledge of Pennsylvania probate code, Uniform Trust Code, and federal estate tax regulations.
• Advanced proficiency in fiduciary accounting principles, asset valuation methodologies, and tax return preparation.
• Exceptional attention to detail, organizational skills, and ability to handle confidential information with utmost discretion.
• Strong interpersonal skills for client interactions, with the poise to communicate complex legal and financial concepts clearly.
• Technical savvy with legal case management software, estate administration platforms, and Microsoft Office Suite (Excel expertise essential for financial modeling).
• Demonstrated ability to thrive under pressure, multitask effectively, and recommend operational efficiencies.
• Commitment to ongoing professional development and firm-mandated training programs.

Philadelphia-based candidates or those willing to relocate to this historic city will have a distinct advantage in this competitive market.

Why Join Us at Robert Half?

Joining Robert Half means more than just a job—it's a launchpad for your career in trusts and estates. We offer a competitive salary around $80,000 annually, commensurate with experience, plus performance incentives. Our comprehensive benefits package includes medical, dental, and vision coverage, a robust 401(k) with employer matching, generous PTO, and flexible scheduling options. Benefit from our extensive professional development resources, including specialized training in estate law updates and leadership programs. As part of the Robert Half family, you'll enjoy a supportive culture that values innovation, work-life balance, and long-term growth. In Philadelphia's thriving legal scene, this role positions you at the forefront of high-stakes estate planning, with opportunities to advance to senior paralegal or fiduciary advisor roles. Apply today and elevate your career with Robert Half—where expertise meets opportunity.

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