Trusts & Estate Paralegal
Capstone Search PartnersReading, Pennsylvania
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
The Opportunity: Trust + Estates Paralegal 💎
Send resumes to: Hayley.christina@capstonesp.com
Our distinguished client is a premier law firm specializing in providing comprehensive estate planning, trust administration, and probate services to our valued clients. We pride ourselves on delivering exceptional legal solutions tailored to meet the unique needs of each client. The firm is currently seeking a highly experienced and detail-oriented Trust & Estates Paralegal to join our dynamic team. If you are passionate about supporting attorneys and practice groups in trust and estate matters while delivering outstanding client service, send resumes to the email address mentioned above.
Job Description:
- Assist attorneys with drafting and preparing estate planning documentation, including wills, trusts, powers of attorney, trust resolutions, and agreements.
- Coordinate and manage beneficiary correspondence and related matters.
- Provide support in the administration of estates, including probate filings, asset transfer documentation, and account reconciliations.
- Prepare and file gift tax returns and assist with other tax-related matters.
- Collaborate with clients and external parties to facilitate the resolution of estate and trust issues.
- Maintain and organize case files, ensuring all documentation is accurate and up-to-date.
- Serve as a notary for necessary legal documents as required.
Qualifications:
- 5+ years of experience supporting Trust + Estates attorneys and/or practice groups.
- Advanced knowledge of estate planning processes, probate matters, and trust administration.
- Expertise in preparing and managing documents such as wills, trusts, and powers of attorney.
- Strong proficiency with gift tax preparation and asset transfer documentation.
- Exceptional organizational, communication, and interpersonal skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
FAQs About Trusts & Estate Paralegal Jobs at Capstone Search Partners
What is the work location for this position at Capstone Search Partners?
This job at Capstone Search Partners is located in Reading, Pennsylvania, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Capstone Search Partners?
Employer has not shared pay details for this role.
What employment applies to this position at Capstone Search Partners?
Capstone Search Partners lists this role as a Full-time position.
What experience level is required for this role at Capstone Search Partners?
Capstone Search Partners is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Capstone Search Partners?
You can apply for this role at Capstone Search Partners either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.