Estate Planning & Estate Administration Paralegal
About The Position
Ayres Presser Elder Law is dedicated to guiding individuals and families through some of life’s most important and often challenging transitions. We focus on estate planning, elder law, and estate and trust administration, providing thoughtful, practical legal solutions with a high level of personal care. Our team is collaborative, client-centered, and committed to delivering clear guidance and peace of mind to those we serve. We are seeking an experienced paralegal with a strong foundation in both estate planning and estate and trust administration who can step in and provide meaningful support with minimal training. This role is ideal for someone who is confident in client interactions, understands the full lifecycle of estate planning and administration matters, and can assist in client meetings, review documents, and help move cases forward with accuracy and efficiency. You will serve as a key partner to the attorney, helping manage matters from initial client discussions through completion, while also supporting ongoing client communication and case progress.
Requirements
- 3–5 years of experience in estate planning and estate and trust administration
- Experience drafting estate planning documents and administration filings
- Strong understanding of Pennsylvania estate and probate processes
- Ability to confidently participate in client conversations and support meetings
- Highly organized with strong attention to detail
- Proficiency with legal software and Microsoft Office
- Paralegal certificate, relevant education, or equivalent experience preferred
Responsibilities
- Participate in client meetings and assist with discussions around estate plans and administration matters
- Communicate directly with clients, answering questions and providing updates on case status
- Serve as a trusted point of contact and help guide clients through processes
- Assist in drafting and reviewing estate planning documents
- Prepare and organize client information for plan design and execution
- Ensure accuracy and completeness of documents prior to signing
- Manage administration matters from intake through closing
- Work with executors, trustees, beneficiaries, and financial institutions
- Draft documents using estate planning and administration software
- Maintain organized and accurate client files
- Utilize systems such as Microsoft 365, CosmoLex, and Lawmatics
Benefits
- 401(k) with employer match and potential profit sharing
- Medical benefits, 50% employer paid
- 3 weeks PTO plus paid holidays
- Ongoing training, CLEs, and professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
