Paralegal, Trusts & Estates

Ballard Spahr • Philadelphia, PA

1d • Hybrid

About The Position

Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth. As a Trusts and Estates Paralegal, you will play a vital role in managing estates and trusts, working closely under the guidance of a seasoned Business and Transactions lawyer. This hybrid position allows you to shine both in the office and beyond, with a flexible schedule of just three days a week in the office. As a Trusts and Estates Paralegal within our Private Client Services team , you will:

Requirements

• Previous relevant experience in Trusts and Estates; a bachelor’s degree and/or paralegal certificate preferred.
• Experience with accounting and tax preparation software such as OneSource/Zane, GEMs or ProSystem fx.
• Proficiency with Outlook, Word and Excel.
• Self-motivated with a passion for continuous learning and problem-solving.
• Strong verbal and written communication abilities.
• Keen attention to detail with the ability to manage multiple priorities and deadlines independently.

Responsibilities

• Prepare probate documents and related papers
• Identify, gather and arrange valuation of decedent’s assets and perform tasks required to administer estates from probate through final settlement
• Maintain financial records for use in fiduciary accounting and tax preparation
• Prepare inheritance and estate tax returns, fiduciary accountings, tax projections and liquidity estimates
• Prepare Distribution Schedules, Family Settlement Agreements and related documentation for settlement of estates and trusts

Benefits

• Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm’s executive leadership.
• Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.
• Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.
• Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.
• Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found here in the Careers section of the Firm’s website.

What This Job Offers

• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees