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Estate Planning Paralegal
- Robert Half Legal (Radnor, PA)
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Description
We are offering an exciting opportunity for an Estate Planning Paralegal on the Mainline outside of Philadelphia. In this role, you will be part of a team that handles a wide range of tasks, including drafting estate planning documents, assisting with trust and estate administration, and communicating with various parties. This is a role in the legal industry where you will be working in an office environment.
Responsibilities include:
• Drafting a variety of estate planning documents such as wills, trusts, and advance healthcare directives.
• Assisting in the administration of trusts and estates, which includes the preparation of probate forms and court filings.
• Collecting and organizing asset information for the creation of estate inventories and accountings.
• Preparing both federal and state estate tax returns, fiduciary income tax returns, and other related documents.
• Engaging in communication with clients, financial institutions, and government agencies to facilitate estate planning processes.
• Overseeing deadlines and maintaining case files and calendars to ensure smooth operation.
• Supporting attorneys by reviewing documents, conducting legal research, and participating in client meetings.
Requirements
• Minimum of 2 years of experience as an Estate Planning Paralegal or in a similar role.
• Comprehensive knowledge of Estate Law is essential.
• Must possess strong skills in Estate Planning.
• Proficiency in using legal software and Microsoft Office Suite.
Robert Half is the world’s 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 (https://www.roberthalf.com/us/en/mobile-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.
• 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 “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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