Estate & Trust Paralegal

Estate and Trust Paralegal

Philadelphia, PA | Offit Kurman

Offit Kurman, a full-service Am Law 200 firm, is seeking an experienced Estate and Trust Paralegal to join our growing team in Philadelphia. This role offers the opportunity to work alongside attorneys in a collaborative environment, supporting sophisticated estate administration matters across a diverse client base.

Responsibilities

• Manage all phases of estate and trust administration, including probate filings, asset collection, accountings, and distributions.
• Prepare and file documents in compliance with Pennsylvania probate procedures and Orphans’ Court Rules.
• Assist with the preparation of fiduciary income tax returns and federal/state estate tax returns.
• Maintain and organize client files, deadlines, and workflow to ensure timely case progression.
• Communicate with clients, beneficiaries, courts, and financial institutions with professionalism and discretion.
• Draft correspondence, inventories, and other estate/trust documents as needed.

Qualifications

• 6+ years of estate and trust administration experience preferred.
• Strong knowledge of Pennsylvania probate procedures and Orphans’ Court Rules.
• Familiarity with fiduciary income tax and estate tax processes.
• Proficiency with MS Office Suite and estate administration software (e.g., Lackner or similar).
• Excellent organizational, analytical, and communication skills.
• Ability to work both independently and as part of a team in a fast-paced environment.

We will require a person to start in the office daily. After a trial period of 90 days, a hybrid schedule may be discussed.

Why Offit Kurman?

At Offit Kurman, you’ll be part of a dynamic and growing national firm with a culture that values collaboration, client service, and professional growth. We offer a competitive compensation and benefits package, including health, dental, vision, 401(k), generous PTO, and opportunities for career development.

Agencies should contact Jaclyn Famiglietti to confirm if the position is open to them